
HCI Chartered Financial Planners
Initial consultation free
Independent
Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.
We can advise you on
Clients
helped
helped
365
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Jack Taylor
Chartered Financial Adviser
John Brown
Chartered Financial Adviser
What our clients say
d
David
I had several pensions from previous employers and not much of a plan for the future, Rhys handled everything with a friendly professional attitude, everything went smoothly and gave me great peace of mind
m
Mal
Your advice and guidance was extremely well prepared, delivered to the highest, most clear and informative, and most professional of standards (if it needed a score then 10/10 across the board would be awarded, without any doubt ). The quality of documentation was top drawer and free from any confusion.
l
Lisa
I have never been good at managing any sort of investment, but from our first conversation you put me at ease.
I never felt embarrassed to ask you questions that perhaps I should have known the answer to - even when I was literally asking you to Google translate what you were showing or telling me.
Patience of a Saint I would say.
Throughout the whole process you had a calm demeanour which was very settling.
I find it hard to trust people, but you most certainly have won me over with that one.
You are the calm amongst my finance chaos.
da
David and Patricia
My wife and I have found him to be always well-presented, and knowledgeable when we have any specific questions and meticulous in explaining any decisions to be made about our financial affairs... Matt has been there when needed and has made the process as comfortable as possible. We feel grateful to have him as our advisor
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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