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Whether you need advice on managing your personal wealth, or implementing robust insurance and benefits policies within your business, our priority is providing personalised solutions to help you plan for your future.

You, Financial Advisory Services
& Ince, in any case

Our financial advisory services are part of our wider Private Wealth offering. For more information, visit our Private Wealth page here.

Our Financial Conduct Authority (FCA) regulated experts combine expertise in wealth planning with access to an array of market-leading products to provide you with practical advice and recommendations tailored to you, your family, and your business’ needs.  

Our financial advisory, pension and employee benefits services are provided by our specialist team in Hanover, which is part of The Ince Group. For more information about Hanover, visit their website.

Financial planning

We provide detailed and bespoke investment advice and ongoing investment management tailored to your long-term personal and business financial goals.

We can help you navigate the complex financial services market, clearly outlining the solutions available to ensure you make well-informed decisions.  Ultimately, we can help you maximise your wealth and reduce the costs and tax associated with doing so; this will support you in protecting your future plans so you can take care of what matters the most to you and your family.

Our bespoke advice is fiercely independent and based on what is right for you. We have no product to sell and can introduce investment management and tax services, where relevant, to create an efficient, comprehensive plan based on your individual needs.

Pension consultancy

Our experts can guide you through the complexities of personal pensions, maximising the potential of your assets after you retire.

For our entrepreneurial clients, we can provide a range of flexible pension product packages for your businesses to ensure maximum return on your investments. In addition, we can also advise employers and individuals on workplace pension schemes.

Small Self-Administered Pension Schemes

We frequently set up and manage Small Self-Administered Pension Schemes (SSAS) for entrepreneurs, business owners and family companies who are looking for investment flexibility and access to a full range of asset classes, all within a tax efficient structure.

Employee benefits

If you are a business owner or part of a family-owned business, we can ensure your employee benefits packages are robust, cost-effective recruitment and retention tools for you and your employees. We provide comprehensive benefits strategies aligned to your business, employees and budgets.

For more information about Hanover and the services they provide, visit their website.

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Hanover Pensions Limited (registered number: 01463755) and Hanover Trustee Company Limited (registered number: 01352234) are limited companies registered in England & Wales. Lists of directors are available for inspection at registered office: Llanmaes, Michaelston Road, St Fagans, Cardiff CF5 6DU.

Hanover Financial Management Limited is an appointed representative of Culver Financial Management Limited which is authorised and regulated by the Financial Conduct Authority No. 114852. Hanover Financial Management Limited is registered in England and Wales with number 08586887. A list of directors is available for inspection at our registered office: Llanmaes, Michaelston Road, St Fagans, Cardiff CF5 6DU. Culver Financial Management Limited is registered in England and Wales with number 01157569. A list of directors is available for inspection at our registered office: Llanmaes, Michaelston Road, St Fagans, Cardiff CF5 6DU.

Hanover Employee Benefits Limited is an appointed representative of Culver Financial Management Limited which is authorised and regulated by the Financial Conduct Authority No. 114852. Hanover Employee Benefits Limited is registered in England and Wales with number 02136651. Culver Financial Management Limited is registered in England and Wales with number 01157569. The Financial Conduct Authority does not regulate tax advice or trusts. The value of investments can fall as well as rise. You may not get back what you invest. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

See more:

Case Studies

Planning for retirement: tailored cashflow modelling based on our client’s needs

Our client was approaching retirement age, and wanted to set up a financial plan to receive an income in a tax-efficient manner from their various investments. Alongside this, the plan needed to consider their inheritance tax position. 

Relevant Life Policy for Managing Director of a company

Our corporate client’s Managing Director was about to cease their membership of the firm-wide Death-in-Service scheme. They had passed the retirement age of the scheme, but was not intending on retiring soon.

News & insights on Financial Advisory Services

News / Ince continues to grow its London corporate team with new Partner hire

20-06-2022 / Private Wealth

Today we have announced the appointment of Oliver Storey as a Partner in its London corporate team. This appointment expands the reach of Ince’s corporate practice with new debt financing expertise.

Ince continues to grow its London corporate team with new Partner hire

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