Cheltenham based Hazlewoods strengthens offering with dedicated private client team
Summary
Cheltenham-based accountancy and business advisory firm Hazlewoods has launched a dedicated private client team, in response to growing demand from entrepreneurs, business owners and high-net-worth individuals seeking specialist advice on managing, protecting and transferring wealth.
Details
Led by partner Krista Woodman, the new eight-person team brings together specialist expertise from across the firm, supported by a combination of internal appointments and external hires. The launch reflects increasing interest from individuals and families looking for coordinated advice, as they navigate increasingly complex financial, tax and succession planning challenges.
The team will provide a comprehensive range of services, including wealth structuring, inheritance and estate planning, business exit support, investment structuring, family services, intergenerational wealth management and UK, and non-UK trust services. Hazlewoods noticed there was a gap in the market for offering these services under one roof.
By bringing the disciplines together, Krista and her team aim to help clients align their personal and business objectives, while protecting and growing their wealth for future generations. As well as supporting existing clients, Hazlewoods has already received enquiries from prospective customers.
Krista Woodman, partner and head of private client at Hazlewoods , said: “Today’s clients are looking for much more than traditional tax advice. They want a trusted adviser who understands the bigger picture and can help them make confident decisions about their wealth, their family and their future.
“Our new private client team has been created to meet that demand, providing a highly personalised service built around each client’s individual circumstances and long-term goals.” Hazlewoods’ private client offering will support individuals at every stage of their wealth journey, from business growth and exit planning through to retirement, legacy planning and wealth transfer.
The new team also strengthens Hazlewoods’ ability to provide integrated advice by working closely with specialists across the firm’s tax, financial planning and corporate finance teams, ensuring clients benefit from a coordinated approach to managing their affairs.
James Morter, managing partner at Hazlewoods , said: “The creation of our dedicated private client team represents a significant investment in an area where we are seeing substantial growth.
Report source: Punchline Gloucester