Preserving Family Prosperity - Hurley Partners expert family wealth planning

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Extraordinary Personal Touch
Discretionary Investment Management
Experts in SIPPs & SSASs
Always carefully considered
2017 saw 20 charities benefit from our fundraising

Hurley Partners provides families and individuals with the careful management of their financial assets and the protection of their financial legacy.

“We treat our clients as we would wish to be treated ourselves…”

Retirement
Planning

We are experts in the specialist area of member-directed pension schemes and their related retirement planning opportunities. This includes SIPPs and SSASs.

Discretionary
Investment Management

Most of our clients do not have the confidence, knowledge, or indeed time to manage their own assets. Hurley Partners assumes this responsibility for you, never forgetting that it is your money.

Legacy and
Estate Planning

Effective planning of your affairs is important to ensure that future generations will inherit your assets in accordance with your wishes, at the same time reducing your exposure to Inheritance Tax (IHT).

Small
Self-Administered Pensions

Our expert pensions team has built a reputation in this specialist area. They understand the practicalities and many complexities that are involved in protecting and growing personal wealth through a family-owned business.

Why Hurley Partners?

Contact us

Becoming a Client

Making a difference

Our Team

SSASs & succession planning

News & Events

Market Review – Q3 2018
Investments - 12/10/18

By Charlotte Aspinall, Head Of Investment Management. Investors continued to experience significant volatility in the …

Hurley Partners Presents Cheque For £20,000 To The Sussex Heart Charity
Hurley Partners - 13/08/18

Hurley Partners handed over a cheque for a staggering £20,000 to The Sussex Heart Charity, …

Over £43,000 raised for charities at Golf Day
Community, Events - 25/07/18

Hurley Partners continues to make a difference with the raising of over £43,000 to selected …

Charity Golf Day – In Pictures
- 05/07/18

Clients, connections and friends took on a devilshly dry and fast Kingswood GC – all …

Cricket Legends Dinner
Community, Events - 05/07/18

Clients and connections enjoyed an unrivalled evening of cricket stories with former test legends Allan …

The value of your investments and the income from them may go down as well as up and you could get back less than you originally invested. All information is based on UK tax rules and legislation at the time of publication which may be liable to change.

How can we help?

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