Ethical Wealth Management Case Study
When the day came to find a new home for their investment portfolio, this local retired couple knew Hansford Bell were the right choice.
A Socially Responsible Approach
Following the retirement of their previous financial advisor, the couple were transferred within their previous firm and suddenly found their point of contact harder to keep in touch with. They decided to review the way they were approaching their finances, and needed a new advisor to help them do so.
Tavistock locals themselves of 35years and counting, they first became aware of Hansford Bell through our regular activity in the local area, sponsoring local events and support within the community. A personal approach was important; they sought a genuine connection to the people involved in their finances, a friendly face to talk to whenever they needed. Therefore, our care and passion differentiated us.