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Investment & Wealth Management >

The key to finding the most suitable investment strategy for you is a clear understanding of your objectives, your attitude to invest risk, risk appetite and your capacity for loss.
Pensions >

Pension legislation has been a subject of constant change over the decades. This has made pensions an increasingly complex area for the uninitiated and has done nothing to encourage this extremely tax efficient form of savings.
Cash Flow Forecasting >

We believe a fundamental part of financial planning is creating a cashflow model. This allows us to project what your future life looks like, and how any changes we may suggest would impact upon it.
Inheritance Tax >

If the value of your estate exceeds the nil rate band threshold then your estate will be subject to inheritance tax.
Tax Planning >

During retirement it continues to be important to make use of tax allowances available to you in order to create the most tax efficient income possible.

Hedgehope was founded by Simon Landale whose vision was to start a Financial Services company where people are put first.

Simon started professional life in the City in 2000, before joining Lycetts in 2002.

Having joined the  main board in 2013, he was Managing Director of Lycetts Financial Services for 6 years. With over 20 years of experience in the financial sector, he has a wealth of experience and knowledge, and is building a business that focuses on quality service.

Simon is a Chartered Financial Planner, qualified and equipped to provide fully independent, whole of market Financial Advice, Wealth Management and generic tax planning. He was also Head of Compliance and Risk at Lycetts so understands the importance of managing risk and compliance in conjunction with providing a highly personalised service, building long term relationships.

Simon Landale

What's in a Name?

Hedgehope is a beautiful hill in Northumberland, next to Cheviot, its slightly higher neighbour.

But from our business address, and many other locations in North Northumberland, it looks higher than the more well-known next-door mountain. It was also the dominant feature in the vista our founder looked at from his desk when coming up with the plan and ethos for our business.

We also prefer the name; Hedgehope

Hedge

One of the most important roles in giving financial advice and wealth management is to ‘hedge’ positions and diversify. In a purely financial sense hedge is to safeguard, protect and cover. The definition of hedge is to ‘protect oneself against financial loss or other adverse circumstances’.

Hope

Something we strive to give our clients through shrewd and effective financial planning. This is a powerful word that can inspire and move people to improve their situations. Hope is indeed huge.

Professionals Advisers

When helping our clients with the important decisions in their life, we can’t do this on our own.

We will always ask our clients to introduce us to speak to their accountant or solicitor (or whoever else is helping them with the decision). Through collaboration, we feel confident that our clients are getting the best advice for their current situation. By having different views, coming from different experiences and perspectives, our clients will be making decisions knowing they have as much information as possible.

For financial planning to be effective, everyone must know where they stand and what the future looks like. If you are making big life decisions, we want to include your advisers in our meetings and strategy planning.

We are happy to accept instructions directly from professional advisers or engage clients directly. Either way, our team will provide a holistic financial planning service that complements you and we always work hard to ensure that it is easy for you to engage with us.

Levels of Service

Initial Service

Financial Planning and Advice
Focused Advice

Ongoing Service

Financial Planning and Advice – Annual Reviews
Reactive Only Service

Financial Planning & Advice - Service

For this we can provide the following:

  • Annual Risk Assessment
  • Annual Portfolio rebalance
  • E-mail updates
  • Annual Valuations
  • Annual Review
  • Newsletters
  • Tax year-end planning
  • Annually updated tax tables
  • Invitation to events
  • Cash Flow Forecasting
  • Asset & Liability Statement
  • Inheritance Tax Liability Assessment and Statement
  • Pension contribution reports (including Carry Forward Report)

Reactive Only - Service

  • This service is Reactive Only so you revert to us as and when you need advice
  • We do not automatically review your file
  • We will include you in email newsletter updates if we hold your e-mail address
  • We hold and maintain files and records for regulatory and compliance reasons

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