Hyde Wealth Management
Hyde Wealth Management is a financial services company based in Southampton, England. They specialize in providing financial advising services, financial planning, and investment banking services to their clients. With a team of experienced financial planners, Hyde Wealth Management is dedicated to helping their clients achieve their financial goals and secure their financial future.
Introduction to Hyde Wealth Management
Hyde Wealth Management is a financial services company located in Southampton, England. The company was founded with the aim of providing excellent financial advising services to individuals, families, and businesses. Hyde Wealth Management prides itself on its team of experienced financial planners who are dedicated to helping clients achieve their financial goals. What makes this company unique is its personalized approach to financial planning, taking into account each client's unique circumstances and goals.Services & products
Hyde Wealth Management offers a range of financial services, including investment planning, retirement planning, tax planning, estate planning, and risk management. Clients can also access investment banking services such as mergers and acquisitions, debt and equity financing, and strategic advisory services. Hyde Wealth Management's team of financial planners work closely with clients to develop personalized financial plans that meet their specific needs and goals.Location
Hyde Wealth Management is located on High Street in the Botley neighborhood of Southampton, a bustling area with a mix of shops, restaurants, and businesses. The area is easily accessible by public transportation, with the Botley train station just a short walk away. Other nearby public transportation options include the Hedge End train station and the Botley bus stop.Benefits
Customers should choose Hyde Wealth Management for its personalized approach to financial planning and its team of experienced financial planners. The company's range of financial services, including investment banking services, make it a one-stop-shop for all of its clients' financial needs. Hyde Wealth Management is also committed to transparency and honesty, ensuring that clients have all the information they need to make informed financial decisions.Good to know
Customers should be aware that Hyde Wealth Management is a fee-only financial advisory firm, meaning that it does not receive any commissions or kickbacks for recommending certain products or services. This ensures that the company's recommendations are always in the best interest of its clients.Reviews
Customers have praised Hyde Wealth Management for its personalized approach to financial planning and its team of knowledgeable and dedicated financial planners. Many clients have reported that they have achieved their financial goals thanks to the guidance and support of Hyde Wealth Management.FAQ
How do you customize financial plans to fit individual clients?
At Hyde Wealth Management, we take the time to get to know each of our clients and their unique financial goals and needs. We work closely with them to create a personalized financial plan that takes into account their risk tolerance, investment objectives, and time horizon. We also regularly review and adjust the plan to ensure it remains aligned with their changing circumstances and goals.What types of financial services do you offer?
We offer a wide range of financial services including investment management, retirement planning, estate planning, tax planning, and insurance planning. Our team of experienced financial planners works closely with clients to develop comprehensive financial plans that are tailored to their specific needs and goals.How do you charge for your services and what are the fees?
Our fee structure is transparent and straightforward. We charge a percentage of the assets under management, which varies depending on the size of the portfolio. We believe in complete transparency, and our clients are fully aware of the fees they're paying.What is your process for monitoring and adjusting investment portfolios?
We have a rigorous process for monitoring and adjusting investment portfolios. We regularly review our clients' portfolios to ensure they remain aligned with their investment objectives and risk tolerance. We also rebalance their portfolios periodically to ensure they're diversified and optimized for long-term growth.How do you ensure confidentiality and security of clients' financial information?
At Hyde Wealth Management, we take the confidentiality and security of our clients' financial information very seriously. We have strict protocols in place to protect their information, including secure file storage and document shredding. We also use state-of-the-art security measures to protect our computer systems and networks from cyber threats. Additionally, all of our employees undergo regular training on data security and confidentiality.Reviews
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Madeleine Johnson
Positive: Quality
28-04-2023
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Nick Sportster
Having been badly let down by a much larger IFA, Stephen at Hyde Wealth Management was able to fit us in for a consultation at very short notice on 9th March (we wanted to beat the 5th April end of year financial deadline). He asked about our financial situation, pensions and savings etc, and most importantly he listened to what we wanted. He reassured us and gave honest and totally unbiased advice. Although we did not place any business with him on the day (our immediate requirement was very simple) we would have no hesitation to go back to him in the future when we need a pension Drawdown or Annuity finalising.
28-03-2023
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Sharon Smith
Great friendly advice
28-03-2023
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Elaine Baxter
Positive: Professionalism, Quality, Responsiveness
28-05-2021
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Tim Edwards
Stephen has been advising me for a number of years now. His advice is always presented clearly and concisely. Prior to Covid he was happy to travel to meet face to face and more recently has been readily available on the phone to deal promptly with any queries. I'd have no hesitation in recommending Stephen's services.
28-05-2021
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Sylvia Caton
Steve has been guiding me on my pension and how to get the best from it. He is very knowledgeable and is able to convey the information in a way that is understandable (to me!). It is so useful that he is now in Botley, in a very smart office on the High Street, so getting documents and updates are easier. I am happy to recommend Steve to anyone that needs help or advice with their investments.
28-05-2021
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Isobel Allen
Positive: Professionalism, Quality, Responsiveness
28-05-2021
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andrew goddard
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2021
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Kevin James
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2021
