Hamilton is a planning-led advisory firm offering clear, personalised financial advice across the whole of the market. We help individuals, families, and businesses make confident decisions about their money whether you’re preparing for retirement, growing your wealth, or protecting your estate for the next generation. Our advice always starts with your goals. We take time to understand your financial position, values, and priorities, then build a tailored financial plan to match. This may include tax-efficient strategies using ISAs, pensions, investment bonds, VCTs or EIS; inheritance tax planning; cashflow modelling; gifting; retirement income planning; or business succession advice. We support clients through all stages of life from early-career professionals and business owners to those already in retirement. For clients who want ongoing support, we offer low-cost, long-term investment management. Our portfolios are built using carefully selected funds often including investment

Financial Advisers, Financial Planning, Investment Management, Pensions and Retirement, Retirement Planning, Estate Planning, Tax Efficiency Strategies, Financial Protection, Tax Planning