01484 712 537
Hastings O'Loughlin    |    Chartered Financial Planners

How we work

Each client relationship at Hastings O'Loughlin is underpinned by our commitment to ensuring that their long-term financial goals are achieved.

How we work

Each client relationship at Hastings O'Loughlin is underpinned by our commitment to ensuring that their long-term financial goals are achieved.

We believe in a disciplined and transparent approach to developing a financial plan we have developed a model which we go through with every client – personal and corporate.

Six simple steps to your financial goals

  • Step 1
    Initial Meeting and review
  • Step 2
    Identify needs and goals
  • Step 3
    Analysis and research
  • Step 4
    Financial Plan and recommendations
  • Step 5
    Implementation
  • Step 6
    Regular reviews

How we charge

There is no charge for your first consultation. From there, we will explain our fees and we will answer all of your questions about our services.

We will not charge you anything until you have agreed with us how we will be paid.

Get In Touch

Hastings O’Loughlin
Hastings House,
Birds Royd Lane,
Brighouse,
HD6 1LQ

Tel: 01484 712 537
Email: admin@hofp.co.uk

Chartered Financial Planners

Digital Magazine

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.


Latest Financial News