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
256
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
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...
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...
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...
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......
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...
Contact us
+441
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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