Haymarket Associates

Haymarket Associates is a team of seasoned financial advisers situated in the heart of London, offering financial advice to both individuals and businesses in the city and its surrounding areas. Our primary goal is to help you attain your financial aspirations, regardless of what they may be. We achieve this by taking a straightforward approach, listening to your current situation and your financial objectives, and developing a practical plan tailored to meet those goals. We are here to provide you with clear, jargon-free advice both now and in the future.

Our Services

At Haymarket Associates, we provide a wide range of services aimed at meeting your financial needs and objectives. These services include:

Equity Release

As you approach retirement and begin to think about how to make the most of your assets, equity release can be an attractive option. With equity release, you can unlock the value tied up in your property, providing you with a tax-free lump sum or a regular income. We can help you understand the benefits and potential drawbacks of equity release, and ensure that you make a decision that is right for you.

General Insurance

From home and contents insurance to health and life insurance, we can help you find the right policies to protect your assets and your loved ones. Our experienced advisers will take the time to understand your specific needs and provide you with tailored advice and recommendations.

Inheritance Tax

Planning for inheritance tax can be a complex and daunting task. At Haymarket Associates, we can help you navigate the rules and regulations and develop a strategy that minimises your tax liabilities. We can help you make the most of available exemptions and reliefs, and ensure that your assets pass to your chosen beneficiaries in the most tax-efficient way possible.

Investments

Whether you are looking to grow your wealth, generate income or preserve your capital, we can help you find the right investments for your needs. Our advisers have access to a wide range of investment options, including unit trusts, investment trusts, and individual stocks and shares. We will work with you to understand your risk profile and investment objectives, and provide you with personalised advice and recommendations.

Long-term Care

Long-term care is a significant concern for many individuals and families. At Haymarket Associates, we can help you understand the options available for funding long-term care, including local authority funding, private funding and equity release. We can also help you plan for the future and ensure that you have the right level of cover in place.

Mortgages

Whether you are a first-time buyer, moving home or looking to remortgage, we can help you find the right mortgage deal for your needs. Our advisers have access to a wide range of mortgage products, including fixed-rate mortgages, variable-rate mortgages and tracker mortgages. We will work with you to understand your financial situation and your objectives, and provide you with clear, jargon-free advice and recommendations.

Pensions

Planning for retirement is a key part of any financial plan. At Haymarket Associates, we can help you understand your pension options, including personal pensions, stakeholder pensions and self-invested personal pensions. We can also help you understand the rules around pension contributions and withdrawals, and ensure that you are making the most of your pension savings.

Protection

Protecting your income and your family's financial future is an important part of any financial plan. At Haymarket Associates, we can help you understand the different types of protection available, including life insurance, critical illness insurance, income protection insurance and private medical insurance. We will work with you to understand your specific needs and provide you with tailored advice and recommendations.

Retirement and Later-Life Planning

Planning for retirement and later life is a complex and evolving task. At Haymarket Associates, we can help you understand the options available to you, including annuities, drawdown, and equity release. We can also help you understand the rules and regulations around pensions and retirements, and ensure that you make the right decisions for your needs.

Savings

Saving for the future is an important part of any financial plan. At Haymarket Associates, we can help you understand the different types of savings options available, including cash ISAs, stocks and shares ISAs,