Our Approach

"How things have changed, fortunately for the better, due in no small part to the professional advice we have received regarding our pensions".

Hurley Partners provides families and individuals with the careful management of their financial assets and the protection of their financial legacy.  At its heart lies a highly personal and modern professional approach.

We are independently owned bringing together under one roof three advice disciplines: investment management; pensions; tax-efficient financial and estate planning. Whether offered individually or through an integrated approach, we aim to protect and enhance a client’s assets over the longer-term and to assist in the planning for future generations.

   “Our interests are wholly aligned with those of our clients – The Directors personal investment portfolios are managed within the business in exactly the same way as for clients”.

To every client we offer an exceptional personal service with a sureness of touch, built on long-term relationships. We believe these to be essential for the careful management of client assets if they are to have meaning and value, both now and for future generations. We always seek to do the important things well.

Investment performance and trust in the process is important to every client. We will work with you to understand your financial objectives and will tailor each portfolio to meet your particular needs and circumstances. We will express ourselves in honest, clear, jargon-free language so that you can understand exactly how we are reflecting both your objectives and our investment views within your personal portfolios or pension fund.

Our services are for individuals and families and their related pension and trust funds. We have three main offices:

 

If you think this approach is one that would suit you, we would be very pleased to hear from you. Contact Peter Collier, our Business Development Director, to find out more.

E-mail – peter.collier@hurleypartners.co.uk
Telephone – 020 8936 3970

Security of your assets

We place the utmost importance in ensuring the security of your assets. Our strategic alliance with Platform Securities LLP provides our clients with an independent custodian regulated by the FCA.  Platform Securities is owned by Fidelity National Information Services Inc, a major US financial technology company with a place in the S&P 500. Both Hurley Partners and Platform Securities are participants in the Financial Services Compensation Scheme.