Wishing You a Wonderful Christmas & a Prosperous New Year! 🎄 As the festive season draws near, we hope it brings you warmth, joy, and cherished moments with loved ones. Reflecting on 2024, it has been a year of challenges, that has tested the resilience of the wealth management industry as a whole, and its sheer determination in implementing these changes. 2024 has been a big year for Hansa Wealth Management, which has been a true testament of our ability to positively adapt to an everchanging and a dynamic industry, which we as a team are truly proud of. With that, I hope your year ahead is filled with fresh opportunities, inspiring goals, and continued success. Here's to making 2025 a year to remember! ✨ From all of us at Hansa Wealth Management Hansa Hirani BSc Hons FPFS Karishma Hirani DipPFS
Hansa Wealth Management
Financial Services
Elstree, Hertfordshire 608 followers
Providing bespoke, tailored solutions to help families & businesses preserve their wealth in their lifetime, and beyond.
About us
Hansa Wealth Management provides specialist advice to individuals, families, and businesses on how they can make the most out of their savings and meet their lifelong financial goals. There is no one size fits all approach, we offer a bespoke service tailored to your specific needs and requirements. We help our clients preserve their wealth to facilitate their life goals such as a purchasing a property, business, or funding for university fees for themselves or their children. We support our clients through saving for a retirement they individually envision and navigate their families through the complexity of intergenerational plans should they pass on, which may have expensive implications if done alone. We manage risks related to business ownership through protection advice, formulate tax-efficient retirement portfolios, enable the diversification of assets and investments, and reorganise business ownership if its heirs were to inherit it. Without a long-term plan, a goal is a mere dream. Every second counts when individuals delay their financial plans, as it’s difficult to keep on top of constantly changing government legislation, and tax allowances, and individuals undermine their need to seek legal advice or protect their families if an accident were to occur. Our team is a friendly face, that specialises in supporting you to maintain your financial well-being, accounting for all the possibilities and hurdles you may face throughout your life. The value of an investment with St. James's Place may fall as well as rise. You may get back less than the amount invested. Taxation rules can change at any time and are dependent on individual circumstances. Trusts are not regulated by the Financial Conduct Authority. Hansa Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). 'SJP Approved 10/10/2023'
- Website
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www.hansawealthmanagement.co.uk
External link for Hansa Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Elstree, Hertfordshire
- Type
- Self-Employed
- Founded
- 2009
- Specialties
- Investment Planning, Retirement Planning, Trust & Estate Planning, Family Protection, Inheritance Tax Planning, Corporate Services, Pensions, ISA's, Junior ISA's, and ISA Transfers
Locations
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Primary
Hansa Wealth Management, Catalyst House, 720 Centennial Court
Centennial Park
Elstree, Hertfordshire WD6 3SY, GB
Employees at Hansa Wealth Management
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Hansa Hirani BSc Hons FPFS
Managing Director at Hansa Wealth Management, Senior Partner Practice at St. James's Place & Chartered Financial Planner with Fellowship
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Karishma Hirani DipPFS
Financial Adviser at Hansa Wealth Management, Senior Partner Practice at St. James's Place | Empowering your financial well-being, together. Our…
Updates
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‘When can I afford to stop working?’ is the question most of us start asking ourselves, when we reach our fifties or sixties. In this article, SJP answer some of the most asked questions when it comes to planning your retirement. #RetirementPlanning
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Happy Friday, read our latest week watch! Week Watch 💼 French President Macron will be hoping not to find any unexpected political crises under the Christmas tree after he named François Bayrou as his new Prime Minister. 📊 Recent economic data revealed that the UK’s economy shrank in October, following a fall in September. #Markets
Week Watch
Hansa Wealth Management on LinkedIn
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Happy Friday, Read our latest Week Watch 💼 French President Macron will be hoping not to find any unexpected political crises under the Christmas tree after he named François Bayrou as his new Prime Minister. 📊 Recent economic data revealed that the UK’s economy shrank in October, following a fall in September. #Markets
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As the tax year draws to a close, a gentle reminder about the golden opportunity to supercharge your pension. 💼 Making additional contributions before the deadline is a strategic move to unlock valuable tax allowances and reliefs, giving your pension pot a substantial boost. 🚀 Don't miss out on the chance to maximise your contributions and enjoy significant tax benefits. Let's make this year-end count for your pension and contact us today! The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. #LifePlanning #FinancialEducation #Takecontrol Hansa Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/11/2023/ 05/04/2024
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Today's young adults are navigating significant financial challenges, and as an industry, we must be ready to support this new generation seeking advice. The Real Life Advice report by St. James’s Place has highlighted the growing importance of financial advice. No matter the circumstances, accessible guidance should always be available. The support of financial advice today, can help build a stronger financial future for tomorrow. #RealLifeAdvice #FinancialWellbeing
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Last week's week watch. 💼 French Prime Minister, Michel Barnier, resigned on Wednesday last week, after losing a vote of no confidence. 📊 In the UK, the FTSE 100 ended relatively flat last week. #Markets
Week Watch
Hansa Wealth Management on LinkedIn
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Gifting money or valuable assets this Christmas can make a real difference to the financial wellbeing and security of the whole family. Read SJP’s tax tips in this article. #InvestmentPlanning
Christmas gifting – your tax tips
Hansa Wealth Management on LinkedIn
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Happy Friday! Read our latest Week Watch 💼 The FTSE 100 increased by 0.3%, led by gains for retail and property stocks, with the latter helped by growing property prices. 📊 Black Friday retail sales were higher than last year overall. #Markets #BlackFriday
WeekWatch
Hansa Wealth Management on LinkedIn
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Are You Ready for a Comfortable Retirement? How much will you need to enjoy the retirement you dream of? It's a question that every business owner and professional should ask, however the answer isn’t always straightforward. Our latest article explores the real cost of a comfortable retirement and the steps you can take now to make it a reality. 💡 Start planning today for the future you deserve. Because your retirement goals are worth investing in. Hansa Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct)
What’s the cost of a comfortable retirement?
Hansa Wealth Management on LinkedIn