02 May 2025

Who we can help: What Financial Questions Are on Your Mind?

Who are you and what questions are on your mind about your personal finances?

The Hoe Bridge Wealth website includes a variety of questions that are often on the minds of people I work with.

Take a look and see if there are any questions that may have been in your thoughts: https://hoebridgewealth.co.uk/who-we-help/

People I usually work with include:

• those approaching or planning for retirement
• business owners and directors linking up personal finances with business finance
• individuals and families planning for the future
• families planning across generations and seeking to preserve wealth
• trustees, charities and those acting on behalf of others (e.g. via Financial powers of attorney)

You may find yourself a member of more than one of these groups at different times in your life.

Some examples of questions you may have include:

• “What does my lifestyle look like in retirement?”
• “What’s the most tax-efficient way for my business to pay me?”
• “What plans can I make to support my family in the future?”
• “How can we have a meaningful family conversation around wealth across generations?”
• “How does a trust align its investments with the family goals and ethos?”

At each stage, I can help you with how best to address your questions, and gain peace of mind.

Want to discuss any of this further? Book a free initial chat together.
https://calendly.com/duncan-bw-hoebridgewealth/30min

None of the above is financial or investment advice and you should speak to me or someone else professionally qualified to give you advice specifically tailored to your circumstances. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.