Hazlewood Investment Services Ltd

Latest News

Funds

• Natixis funds arm seeks Amundi-style merger
• HSBC moves to tap $2 trln Japan pension mkt
• Gartmore profit beats forecasts

Markets

• Tentative tone takes hold as investors seek direction
• Industrial and chemical stocks gain in flat trade
• London mid-cap market enlivened by bid hopes

Personal Finance

• Northern Rock shrinks losses in 2009
• House price balance records surprise fall
• MPs criticise poor performance at the Revenue

Stocks and Shares

• Race to the bottom with G4 currency rhetoric
• AIM property IPOs set to stay torpid, investors wary
• Greek CDS overtures fall on deaf ears in Washington

How we work

We will arrange an initial meeting so that we can gather the information we need from you to enable us to provide you with the financial planning you need. The meeting will help us to explore together your aims and objectives, financial goals and attitudes as well as the financial data. It will be free of charge and typically takes an hour and a half.

If at the end of the meeting we agree that you wish to proceed further, then we will outline the areas that our financial planning would cover.

We will send you a client agreement covering the work we will carry out for you and the fixed fee that you would pay. You can choose to pay our fee directly, or by making use of any commission arising from a financial product. Once signed, we will commence working for you.

We will proceed to draw up our planning report and arrange a second meeting with you to discuss and implement it.

At the end of the process, we will send you a statement of financial transactions and invoice you accordingly.