Wealth Management.

Grow Your Wealth.

Enhance your investment portfolio with advice from leading wealth management experts, serving Plymouth, Devon and the surrounding areas.

We all want to grow our finances with as little risk as possible, but it can be difficult to find the right balance between investing safely and achieving high returns. Our premium wealth management service can optimise your investment portfolio according to your life goals, assets and attitude to risk.

We’re not a discretionary service, meaning we don’t put any changes into action without consultation. Instead, we work closely with you to perfect your portfolio and identify tailored opportunities with a high chance of success. Find peace of mind and thrive with our team of dedicated wealth management professionals.

What is Wealth Management?

A wealth management service works to structure, grow and protect a client’s existing wealth through a tailored portfolio of investment and management. It can also incorporate estate and tax planning and determine how the wealth will be passed on after death.

We Make Your Portfolio Prosper.

Once we’ve reviewed your current investment portfolio, we discuss your parameters and attitude to risk. With your financial goals in mind, we analyse the performance of your existing portfolio and consider ways to improve it. We then seek out other bespoke opportunities to suit your situation. If actioned, we conduct regular reviews to make sure you are continually maximising the potential of your wealth.

Wealth Management in South West England.

If you’re tired of going at it alone, we’re ready to help. Our leading financial experts are passionate about helping our clients maximise their assets. From our HQ in Tavistock, we bring our characteristic enthusiasm, energy and expertise to any portfolio, helping scores of clients revitalise their finances.

What our clients have to say…

“Hansford Bell has been a fantastic company to work with for all my family’s finances. They have helped us with mortgages, pensions and personal financial planning. A lovely friendly team I would highly recommend.”

Christian Colam, Google review

Christopher is an absolute professional and very knowledgeable. He was extremely patient in explaining some of the documents to me. I would recommend Chris wholeheartedly.

Verified Client, Vouchedfor review