Financial Advisory Services
An in-depth analysis of your current financial situation and solutions to meet your current and future financial requirements.
Life & Serious Illness Cover
Advice on providing a lump sum for you and your family in the event of death or serious illness.
An income insurance that pays the bills in the event of you being unable to work due to illness or injury.
Personal and company, planning your retirement income and retirement income for your staff.
Ensuring business continuity in the event of death or illness, has your company made a will? Who will inherit your shares in the event of your untimely death or incapacitation?
Provide cost effective and attractive benefits for your employees.
Investments & Savings
Are you saving for your child’s start in life? Would you like to build a nest egg for the future?
Inheritance Tax Planning
Leave your money to the right people in your life – not just the taxman.
We will assist you in preparing your finances prior to seeking a mortgage.
Secure your financial future today, broaden your horizons
A Call Back
Would you like to speak to me over the phone? Just submit your details and I’ll be in touch shortly. You can also email us if you would prefer.
Chris provided me with enormous support while setting up my business. She continues to provide me with ongoing financial planning advice and she ensures that I am involved in planning for life’s financial ups and downs. I highly recommend Chris for all of your financial planning.
Chris started taking care of my personal and business financial planning requirements in 2013. I can honestly say that she has made the entire process a pleasure. I have found her to be honest, transparent and consistent in all of her dealings with me.
Chris enabled me to plan my finances when it was convenient for me. She travels to my premises to meet and works around my busy schedule. The financial plans are easily understood, cost efficient and relevant. I unreservedly recommend HD Financial Services.
Chris helped us make sense of the financial plans we had in place and gave us very sound advice in terms of planning for the future. We find her to be an excellent Financial Advisor and we have recommended HD Financial Services to family and friends.
We first met Chris over 20 years ago; in that time she has provided us with sound financial advice that continue to be relevant to our needs. We truly value the service she provides to us as she has an in-depth knowledge of her business. We have no hesitation in recommending Chris.
Chris looks after our staff benefits package, she makes herself available to meet staff individually on an annual basis and she is always available on the phone. Chris is efficient, professional and friendly in her dealings with us. We highly recommend HD Financial Services.