Planners
Rest assured that however you choose to develop your
personal service,
we will maintain our four key principles:
Honesty / Integrity / Reliability / Value
Welcome to Hockney Stevens Investment Services Ltd
We offer independent financial advice to Isle of Man residents, trustees, expatriates and businesses, helping them to make informed decisions about their options at every stage of their financial life.
Our Range of Services
Your Financial Planning Review
Your Lifestyle Financial Planning Review
Your Investment Review
Your Pension
Review
Our Specialisms & Regulation
Areas of specialism extend to pension and investment planning with John Hockney and Laura Critchley being two of the extremely small number of practitioners in the Isle of Man to hold both the advanced diploma in investment planning and pension planning, the latter a prerequisite for UK practitioners offering advice in respect of Defined Benefit pension scheme transfers.
Financial Planning and You
At Hockney Stevens we realise that every financial planning situation is different and every individual is unique. We have therefore developed a range of services which can be tailored to meet your specific needs no matter how complex.
We will work in partnership with you and look to develop an excellent working relationship that will evolve over time, with the focus on you and your financial planning needs.
Ethical and Transparent
As a Chartered Firm you can be assured that Hockney Stevens adheres to a respected CODE OF ETHICS, which are designed to guide the Financial Services Profession and protect the public. Different services and indeed financial planning products offer different levels of complexity and costs, at Hockney Stevens our commitment to you is to ensure that all charges, fees and costs are fully transparent, clear and agreed with you in advance, in accordance to our Letter of Engagement.
A Trusted Professional Connection
Financial planning can complement advisory services such as Accountants and Lawyers and can be of mutual benefit in delivering holistic professional advice and service to clients. Areas of expertise include:
- Pension Scheme Analysis and Retirement Planning
- Investment Reviews especially when considering responsibilities under Trustees Act
- Estate planning, trust and divorce work are also key areas of Financial planning advice undertaken
Corporate Chartered Status
Hockney Stevens is one of a select number of Financial Planning firms in the Isle of Man to have gained the coveted Corporate Charter Status awarded by the Chartered Insurance Institute, widely regarded as the gold standard in professional financial planning advice.
You can TRUST Chartered Financial Planners, like Chartered Accountants, Surveyors or engineers, to be highly qualified, reputable and capable of providing you with quality advice with the utmost integrity.