Business Details
Trusted Financial Advisers in Newcastle upon Tyne
At H R C Group, we specialise in understanding and helping clients achieve their financial goals, dreams, and aspirations. Whether you are saving for a home, planning for retirement, or ensuring your family's financial security, our expert financial consultants provide tailored advice and ongoing support. With a focus on whole-of-market mortgage solutions, investment strategies, and tax-efficient planning, we guide clients through life's financial complexities.Our team works closely with individuals and businesses to protect assets, optimise returns, and ensure long-term financial stability. As an appointed representative of Quilter Financial Limited, regulated by the Financial Conduct Authority, we uphold rigorous professional standards. Our commitment to client-centric service ensures that every financial journey is navigated with clarity, expertise, and unwavering dedication to your unique needs.
Services
Mortgage Advice
Investment Planning
Retirement Strategies
Tax Planning
Business Continuity
Estate Protection
Workplace Pensions
Risk Management
Highlights and features
- We offer FCA-regulated financial advice tailored to individual and business needs.
- Our team provides whole-of-market mortgage solutions and investment strategies.
- We prioritise long-term client relationships with transparent, ethical practices.
- Our expertise spans tax planning, retirement solutions, and business continuity.
- We combine regulatory compliance with personalised service for optimal outcomes.
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Mortgage Advice
Our mortgage consultants provide whole-of-market advice to secure the most suitable mortgage for your circumstances. We simplify the process by handling third-party demands and ensuring competitive rates. Our service includes protection against unforeseen events to safeguard your commitments.
Investment Planning
We create tailored investment strategies aligned with your financial goals, balancing risk and return. Regular reviews ensure your portfolio adapts to changing circumstances, maximising growth potential while minimising tax liabilities for long-term wealth accumulation.
Retirement Planning
We help define and achieve your retirement goals through strategic income planning. Our approach includes timing advice, tax-efficient withdrawals, and ongoing adjustments to ensure financial security throughout your retirement years.
Tax Planning
Our tax strategies focus on legally minimising liabilities through tailored solutions. We address income tax, capital gains, and inheritance tax planning to preserve wealth for you and your beneficiaries.
Business Continuity
We safeguard businesses against financial disruption from owner/director illness or death. Our solutions ensure operational continuity, protect shareholder interests, and provide liquidity for critical transitions.
Questions
What financial services do you offer?
We provide mortgages, investment planning, retirement strategies, tax planning, business continuity, and estate protection services tailored to individual and corporate needs.
Are you regulated by the FCA?
Yes, we operate as an appointed representative of Quilter Financial Limited, authorised and regulated by the Financial Conduct Authority (FRN 497604).
How do you tailor financial advice to clients?
We conduct detailed consultations to understand your goals, risk tolerance, and circumstances, creating bespoke strategies that evolve with your changing needs.
Can you help with first-time home purchases?
Yes, our mortgage specialists guide first-time buyers through the process, securing competitive rates and ensuring protection against financial uncertainties.
Do you offer workplace pension solutions?
We assist businesses with auto-enrolment compliance, pension scheme setup, and employee engagement while focusing on cost-effective, hassle-free administration.
How do you handle investment risk?
We assess your risk capacity and create diversified portfolios aligned with your objectives, regularly reviewing them to maintain suitability as markets and personal circumstances change.
