Wealth management company, Heblethwayte Wealth Management, has launched with £35mn of funds already under advice.
Heblethwayte Wealth Management is led by Paul Raper, an independent financial adviser and the firm’s director, who brings extensive experience and investor knowledge.
The company, which is based near York, will cater to the financial needs of business leaders, landowners, and high net worth clients.
Raper said: “Whether planning for retirement or figuring out school and university fees, investors are navigating a myriad of financial decisions.
“My goal is to empower clients with personalised financial strategies for their unique circumstances.
“Being an independent financial adviser gives me the autonomy to select from a wide range of investment options, ensuring our advice is truly individual for each client."
Raper said the industry is entering a new economic phase, with substantial growth in the stock market since Autumn, and so suggested that now’s an “ideal time” for investors to re-evaluate portfolios.
“I always recommend annual reviews with my clients to ensure investments align with financial goals, risk tolerance, and potential inheritance considerations,” he added.
“Combining investments with expert independent advice helps the journey towards financial stability and growth, particularly as interest rates continue to influence market dynamics.”
Heblethwayte Wealth Management is an appointed representative of Vision Independent Financial Planning and is authorised and regulated by the Financial Conduct Authority.
“Our philosophy is built on a foundation of deep understanding, not just markets and financial instruments, but of clients’ dreams and aspirations,” Raper said.
He added the firm believes in a holistic approach, where every strategy is tailored to clients’ unique circumstances and long-term goals.
“From growing your wealth through savvy investment strategies, to protecting it against unforeseen events and ensuring it’s passed on according to your wishes, we’re dedicated to providing you with peace of mind and securing your legacy for generations to come.”
tom.dunstan@ft.com
