Heard Hamilton Financial Planning LTD was established in November 2012 by David Heard and Julia Laverty. Between them, David & Julia have over 25 years’ experience in financial services.
Heard Hamilton Financial Planning provides independent financial advice.
The principle services we offer are:
- Pensions and Retirement Planning
- General Insurance
- Family Trust Planning
- Inheritance Tax Planning
We have clients all over Scotland and the North of England and are happy to meet you in your own home, your place of work or at our office, wherever is most convenient.
As well as providing general financial advice we also provide specialist advice to the teaching, veterinary, dental and medical professions.
The first stage of our financial planning process is an initial no obligation consultation where we will find out what help you require, discuss the options available to you from our menu of services and provide you with information about the cost of our services.
If you would like to arrange a consultation or find out more about our services, please email us on firstname.lastname@example.org