Reviews and Ratings for Financial adviser Julie Roche, Liverpool

Invested client care…

With so many choices on the fast moving global markets today, we believe it is vital to make the appropriate investment decisions.  Our multi-dimensional approach we believe creates the perfect harmony of integrated financial planning, client communication and calculated financial decisions.

Young Couple Looking At Graphs

Hanover Wealth Management delivers advice and customised plans for individuals, businesses and non-profit organisations. From New Individual Savings Account maximisation to investment bonds, our hands-on and personalised approach, expertise and objective and focused strategies underline our commitment to you.

From inheritance money to saving for university education or care fees, our teamwork approach adds a broader perspective to all we do and provides increased performance potential and more benefits to all of our clients.

Depend on our experience and skills to cover all aspects of your wealth planning. With an approach that extends across wealth transfer, trusts, philanthropy, through to lifestyle maintenance and pursuing high growth opportunities, we will work hand in hand with you to understand your unique situation and guide you through strategic investment decisions to help you flourish.

Trustee Clients and Investments

At Hanover Wealth Management, we provide advice on trustee investments. Trustees are appointed to oversee the management and distribution of assets and require all parties to act in the best interest of all beneficiaries.

With different types of trusts for different needs, our service is designed to help trustees discharge their services effectively and legally. From preserving family wealth to care plans and tax planning, you will find Hanover Wealth Management are there to help you to protect, reposition and regularly review trust investments in the rapidly changing investment world.

The Financial Conduct Authority does not regulate Tax and Trust Planning.