Financial Services

The aim of the Financial Services Department is to safeguard your personal and financial affairs by setting the highest standards of expertise. Our Financial services experts at Hillyer McKeown are able to provide a comprehensive and efficient service recognising your needs and organising your affairs in a professional and flexible manner. Hillyer McKeown financial services include legal advice to individuals of all ages from all walks of life. With offices in Chester and the Wirral we are well placed to service the needs of our clients in Merseyside and throughout the North West.

Our Financial Services team  was set up in 1989 to offer our clients the benefit of sound independent financial advice and judging by the growth and success of the department since then, we are sure that we made the right decision.

We are exceptionally proud of the reputation our financial services department has earned for providing robust, totally impartial financial advice. We also believe that the provision of financial planning complements the many tax planning and asset protection strategies that we are able to offer.

After a free initial consultation, financial advice is available on either a fee or commission basis. Copies of our Terms and Conditions of Business / Key Facts about our Services and Key Facts about the Cost of our Services are available on request.

Areas of financial advice include:-

• Investment planning and portfolio construction.
• Pension planning and retirement options.
• Inheritance tax mitigation and estate planning in conjunction with our legal services.
• Life assurance / critical illness cover for personal and business clients.

Most of our work involves the planning, execution and maintenance of lump sum investments held in investments and pensions for our clients. Having reviewed a client’s requirements, whether for growth or income, or a combination of the two and considering the client’s risk profile, we will recommend a personal investment portfolio comprising individually selected investment funds with proven investment managers to meet the client’s objectives.

Recommended investments may be Unit Trusts or Open Ended Investment Companies which provide access to equities, commercial property, gilts and fixed interest and corporate bonds, with the aim of achieving diversification of investment to match the client’s risk profile. We regularly review our client’s investments to ensure that they continue to meet their needs.

Hillyer McKeown Solicitors are based in Merseyside with offices in Chester and Wirral. Our financial services department and lawyers provide expertise to clients throughout Merseyside and North West.

View contact details for Sean Murphy - Head of Financial Services
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Authorised and Regulated by the Financial Services Authority
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