We are pleased to announce that we will be holding a complimentary seminar for Employers and Accountants on the new Workplace Pension reforms from 2012 on Wednesday 30th May and Thursday 31st May , please see our Events page for further information and to register your interest.

A Christmas message from Warren, Medwyn, Richard, James….and everyone at
Hadlow Edwards Wealth Management Limited

As you may recall, last year we included a note in our 2010 Christmas cards explaining it would be the last time we sent these to our valued clients and colleagues. We know how generous you all are and we took this decision as we felt it more appropriate to instead make a donation to charity. Therefore, in lieu of sending Christmas cards this year, we are donating £1,000 to charity. This will be split between the St. James's Place Foundation, whose admirable work it is always a pleasure to support, and the local organisation Nicola’s Fund. Nicola’s Fund aims to improve the quality of life of children with cancer while supporting their families. You can learn more about both of these wonderful charities at their websites or see our Links section.

Finally, we at Hadlow Edwards wish you all a very Merry Christmas and a prosperous New Year.

Hadlow Edwards Wealth Management Limited agree joint venture with top Cheshire and Shropshire Estate Agents

We are delighted to announce a fantastic new wealth management venture with top Cheshire and Shropshire firm, Wright Manley. Wright Manley has been established for over 100 years and is now a leading firm of Surveyors, Valuers, Auctioneers and Estate Agents.

Warren Hadlow and Medwyn Edwards, along with the Hadlow Edwards team, are very much looking forward to working with this highly respected company. Our objective is to provide first rate financial advice to Wright Manley’s customers while recommending their various and quality services to the existing clients of Hadlow Edwards.

Further, this new venture complements our current arrangement with Williams & Goodwin in North West Wales and means are working with quality partners in the property area over the whole region.

If you would like to learn more about Hadlow Edwards Wealth Management Limited and Wright Manley please do not hesitate to contact Warren or Medwyn. Otherwise, we refer you to the Wright Manley website (please see our Links section) which we are sure you will find of interest and assistance.

A warm welcome to James

Hadlow Edwards Wealth Management Limited are delighted to introduce James Parry. James has been working within financial services for 10 years and has gained valuable experience which we are certain will help you to achieve your financial goals. Whether it is saving for retirement, maximising your tax free allowances or maybe you are concerned about Inheritance tax, James will be able to help.

Reviewing your finances regularly is vitally important, with recent times having shown us that being prepared and up to date with your financial affairs is as important as ever.

As our services have been in great demand recently, James expands our advisory team so that we will be able to try and ensure that none of our clients will miss out on much needed advice.

Farewell and good luck to Simon

We are sad to announce that Simon Tutton has now left us. Simon and his new wife Rebecca have relocated to Bristol for family reasons and unfortunately it would not be practical for him to remain with Hadlow Edwards Limited.

We wish Simon the best of luck for the future.

The National Eisteddfod of Wales took place during the first week of August 2011. The event was a great success, with over 150,000 attendees over the course of the week. Medwyn was Chairman of the Finance Committee, and Iola a member of the local Offa committee, which successfully reached their financial targets.

The local organisers worked very hard to make the event a success, putting Wrexham and the surrounding area firmly on the map.

Eisteddfod Genedlaethol Cymru 2011

Cynhaliwyd Eisteddfod Genedlaethol Cymru yn Wrecsam yn ystod wythnos gyntaf Awst, 2011. Roedd yr ŵyl yn llwyddiant ysgubol, gyda dros i 150,000 o bobl yn ymweld â’r maes yn ystod yr wythnos. Roedd Medwyn yn Gadeirydd y Pwyllgor Cyllid, a Iola yn aelod o bwyllgor apêl Offa, a gwelwyd llwyddiant gan iddynt gyrraedd eu targedau ariannol.

Bu’r trefnwyr lleol yn gweithio yn galed iawn i sicrhau llwyddiant yr ŵyl, ac i roi Wrecsam a’r ardal ar y map.

The St. James's Place Foundation was established in 1992, funded during the first seven years entirely by members of the Partnership and employees of the Group. In 1999, the shareholders of St. James's Place agreed that, in future, the Company should match, pound for pound, all monies raised by Partners and Staff. At present we give vital funds to UK registered charities whose work is based on our two main themes “Cherishing the Children” and “The Hospice Movement”.

Sunday 7th August was a proud day for the St. James's Place Foundation and for Hadlow Edwards Wealth Management Limited. Every year, St. James's Place employees join top athletes for a 5k and 10k Multi Terrain “Fun Run” challenge within Cirencester Park to raise money for the Foundation. This year much needed funds have been raised for worthy causes and we are delighted that the Hadlow Edwards’ sponsored runners, Ben and Harri Coldray, nephews of our Warren and Angela Hadlow, came 1st and 10th respectively!

Harri is just 16 and in a field of over 200 came a very creditable 10th.

Ben is a 19 year old Gloucester based athlete who has already represented the Great Britain Junior Athletics team and the England Senior Team in middle distance events. He is the former UK Junior Cross Country Champion and holds several UK all time age group records for a range of distances. He is now targeting the European Under 20's and is striving to make the Great Britain Team for the Rio 2016 Olympics. In September this year he starts at St. Mary's University College in Twickenham and like most junior athletes is working hard on raising sponsorship. Just a little under 6.5 miles – in a little over 33 minutes!

Warren and Angela both plan to run in the event next year – so this time will never be seen again!

If you would like to recommend our services to your family and friends, please click on the link below, and a sum of £25 will be donated to Nightingale House for each new client referred to us.

www.hadlowedwards.co.uk/introduceaclient.html

Thank you from all at Hadlow Edwards Wealth Management Limited.

Diploma success for Hadlow Edwards Wealth Management Limited team

In an ever changing industry, Hadlow Edwards Wealth Management Limited are keen to ensure our financial advisers remain highly trained and qualified. We are therefore proud to confirm that Warren, Medwyn and Richard have all been credited with the Diploma in Financial Planning. This is now the benchmark qualification in financial services, developing advanced technical knowledge and understanding across a broad range of key advisory areas.

Increasingly, the complexity of products and of clients’ financial affairs means that enhanced knowledge is essential. The Diploma in Financial Planning develops an understanding across a broad range of areas including: personal taxation, trusts, business taxation, pensions, pension income and investments.

This will ensure that we can continue to provide high quality advice and service going forward ensuring our clients’ financial affairs are in safe hands.

In a new venture North Wales estate agents Williams & Goodwin are pleased to be able to introduce Hadlow Edwards Wealth Management Limited, a Partner Practice of St. James's Place Wealth Management to provide professional advice to their clients on financial planning.

Frank Lowe Business Consultancy was retained by the directors of Williams & Goodwin to research the market and make recommendations on the most suitable Wealth Management advisers that best suited their needs.

Managing Director Melfyn Williams commented “Frank manages the introducer relationship on our behalf, which releases our team to focus on core estate agency activity.” He added “ Through Hadlow Edwards, we now have a more professional and structured approach to providing financial advice and services to meet most of our clients' needs.”

"This is hugely untapped market for estate agents and Williams & Goodwin clients are ideally placed to benefit from the full range of services from one of the UK's market leaders in wealth management"

Medwyn Edwards of Hadlow Edwards Wealth Management Limited said ‘We are really looking forward to be working with a quality firm of estate agents in Williams and Goodwin and are excited about the prospects for the future. We feel that the quality of advice and service we can offer will enhance the relationship they have with their clients and provide a significant additional revenue stream’.

Williams & Goodwin introduce to St. James's Place Wealth Management plc, who are authorised and regulated by the Financial Services Authority. The term 'Partner Practice' is a marketing term, used to describe St. James's Place representatives.

Archived News     more