HF Wealth was born in 2018 but our team have worked together for a number of years prior to that. Together we’ve over 50 years of financial services experience and numerous professional qualifications and accreditations.
Our team of advisers are passionate about delivering a friendly, personal and professional service to the clients that we put at the heart of everything we do. Ultimately our aim is to develop long term relationships with those we advise.
Our support team are the backbone of the company and are just as passionate about delivering an exceptional service to our clients. From a friendly voice on the phone to the important administration of pension and investments they always go above and beyond.
Our office is based in Ilkley, West Yorkshire but we serve clients all over the UK. To some extent we believe we reflect some of the traditional Yorkshire stereotypes, we are certainly plain speaking and we are absolutely careful with money!
Meet the Team
With over 50 years of financial services experience and numerous professional qualifications and accreditations, welcome to the HF Wealth team.
Private Clients
We provide advice and guidance to thousands of individuals in the key areas of insurance and financial planning that are so important to their financial future.
How We Work
We cater for wealthy individuals, business owners and high earners and cover every aspect of their financial planning requirements.
"HF Wealth looked after us from start to finish"
"I have no hesitation in recommending HF Wealth"
"HF Wealth showed me how to maximise the returns on my accumulated profits in a tax efficient manner"
"The claims handling and overall service has been first class each and every time."
"I can strongly recommend them to any business that requires a top level of service"
"They have always looked after my interests and I would not hesitate to recommend them to anyone"
"I always receive a friendly and helpful service"
"I receive a review on a much more regular basis which provides me with peace of mind and trust in my adviser"
"As a result of the advice we were given we saved a small fortune"