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
147helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
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
Oliver Nichols
Chartered Financial Adviser
Matt Wood
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...
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...
ha
Helen and Steve
When we retired in 2014, Jason called to our house to discuss our needs and advised us of the best path to take.
Over the years, if we have a query, Jason is always there to take a phone call or he...
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...
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......
Contact us
+441
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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