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  11. H L Financial

H L Financial

Independent Financial Adviser  Croesnewydd Hall, Wrexham, Wrexham, LL13 7YP
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FCA authorised
Last authorised 22nd February 2021
We deliver bespoke advice at competitive rates to ensure client's needs are met with an inexpensive, personalized service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Robert Hopkins
Director
About us

Established in 2003, HL Financial are Independent Financial Advisers based in North Wales dedicated to researching the whole of the market to find the best products for clients.
Using our experience and our expertise we can work with you to:
- review your current circumstances
- minimise your current and future tax liabilities
- help build up an income for your retirement
- take care of your mortgage needs
- or make the most of your savings and investments.
We work on a completely transparent level where clients know all charges involved from the start.

Our services

We offer independent advice from the whole of the market with continual fund management, quarterly changes, updates and annual portfolio reviews for all clients at no extra cost.

Each client is given bespoke advice by completing a full fact find, risk analysis and extensive research to give customers the right product for their needs & goals.

Clients are also offered access to our free online client portal to help our customers keep control of their investment.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Croesnewydd Hall, Wrexham Technology Park, Wrexham, Wrexham, LL13 7YP

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