Investment solutions

We provide a wide range of investment solutions to meet different client needs. These investments can be held in a range of tax wrappers including ISAs and pensions.

Managed portfolios

A range of risk targeted investment portfolios managed by Hulbert West using the best investment providers selected from across the market.

Ethical investments

We can tailor your investments to meet concerns about environment, social and governance issues. We have been advising how to invest ethically for over 30 years.

Alternative investments

Structured investment products that shelter you from direct exposure to investment markets and pay out predetermined rewards when conditions are met.

Tax incentivised investments

Investments in start–up companies and venture capital with generous tax incentives provided by the government (tax relief and capital gains tax deferment).

Wealth preservation investments

Investments designed to reduce or remove liability to inheritance tax. Pass on wealth to family without taxation using legitimate reliefs and trust-based investments.

Guaranteed investments

Investments that provide guaranteed income and capital returns inside or outside pensions schemes.

Investment management

We operate four ranges of investment portfolios managed to match your level of investment risk/reward.

HW Select portfolios

Aims to provide the best investment return whilst controlling risk
Rigorous investment process
Diversified across asset type, geography, investment manage and investment style
Best investment managers selected from whole of market
10 to 20 investment funds
Investment review and report every six months
Targeted for investment portfolios £50,000 to £1.5million

HW Blended Multi-asset portfolio

Aims to provide the best investment return whilst controlling risk
Rigorous investment process
Blends together the best multi-asset investment managers
5 to 10 investment funds
Investment review and report every six months
Targeted for investment portfolios of £25,000 to £250,000

HW Ethical portfolios

As above but with funds screened to meet our ethical policy.

HW Ethical Blended Multi-asset portfolio

As above but with funds screened to meet our ethical policy.

Hulbert West Financial Planners is an appointed representative of Hulbert West Limited which is authorised and regulated by the Financial Conduct Authority (FRN 935298). Hulbert West Financial Planners is the trading name of HW Advisory Services Limited a company registered in England & Wales (Company No. 12659210).

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The information contained within this site is intended for a UK audience only and is governed exclusively under English law and UK financial services regulations.