SERVICES
LIFESTYLE
FINANCIAL PLANNING
We focus on your life goals first, then build a financial plan around them, helping you live the life you want, both now and in the future.
PROTECTION
PLANNING
We review and arrange the right insurance and protection policies to safeguard you and your family against life’s uncertainties.
INVESTMENT
PLANNING / MANAGEMENT
TAX-EFFICIENT
STRATEGIES
Access to whole-of-market investment portfolios tailored to your needs, balancing risk and reward to keep you on track toward your goals.
We help you structure your finances to make the most of available allowances and reliefs, ensuring your money works harder for you.
RETIREMENT
PLANNING
ESTATE & INHERITANCE
TAX PLANNING
We create clear strategies to build and draw income for retirement, giving you confidence about your financial future.
We help you plan how your wealth will be passed on, aiming to reduce tax liabilities and protect your legacy for loved ones.
CASHFLOW
PLANNING
We help you understand and manage your income, spending, and savings to ensure your finances support your goals. By projecting your future cashflow, we give you the insight to make informed decisions and stay on track throughout life’s changes.
ABOUT
At Howard Belt Wealth Management, we are dedicated to helping individuals and businesses achieve their financial goals through expert, independent financial advice.
We provide bespoke solutions tailored to your unique circumstances. Whether you are planning for retirement, looking to grow your investments, navigating inheritance tax, or protecting your family and business, our advice is designed around what matters most to you.
OUR VALUES
Our values guide everything we do, and are the roots of our lasting relationships.
INDEPENDENCE
As independent financial advisers, we are not tied to any provider. This ensures our recommendations are objective, unbiased, and in the best interests of our clients.
INDEPENDENCE
INDEPENDENCE
As independent financial advisers, we are not tied to any provider. This ensures our recommendations are objective, unbiased, and in the best interests of our clients.
RELIABILITY
RELIABILITY
Our clients can count on us to be consistent, dependable, and accessible -providing disciplined guidance, attentive service and a trusted partnership.
CLIENT-CENTRICITY
CLIENT-CENTRICITY
Our clients’ goals, needs, and aspirations shape every recommendation we make. We listen carefully, plan thoughtfully, and deliver advice that truly serves their objectives.
LONG-TERM
RELATIONSHIPS
LONG-TERM
RELATIONSHIPS
We’re committed to building lasting partnerships with our clients, offering ongoing guidance through all life stages
— from first savings to legacy planning.
INTEGRITY
INTEGRITY
We act with honesty, transparency, and in the best interests of our clients at all times. Trust is at the heart of every client relationship.
CLARITY &
SIMPLICITY
We communicate complex financial matters in a way that’s clear, jargon-free, and easy to understand—empowering our clients to make informed decisions.
CLARITY &
SIMPLICITY
GET IN TOUCH
Let us help you build wealth with confidence.
Call 0776681411 or fill out the form below and we'll get back to you.