personal financial planning, pensions

personal financial planning, pensions

Testimonials

Corporate Clients

“HF Wealth looked after us from start to finish. We wanted to review our existing employee benefits as they hadn’t been for a few years. We were very pleased with the comprehensive report we received and subsequently proceeded with the recommendations made by HF Wealth”

Finance Director, Limited company in West Yorkshire

“I have no hesitation in recommending HF Wealth. We have used them for both our general insurance and employee benefits for several years now and have always found them to be there when we need them”

Finance Director, Plc in North East

“I have been investing the cash within my business with HF Wealth for over 3 years now. My bank was paying me a very poor rate of interest and HF Wealth showed me how to maximise the returns on my accumulated profits in a tax efficient manner. They continue to review my investment on a regular basis”

Managing Director, Limited Company in West Yorkshire

“As long standing clients of HF Wealth, I can strongly recommend them to any business that requires a top level of service”

Finance Director, Limited Company in London

Private Individuals

“I have been investing for my retirement with HF Wealth for many years. During that time they have also provided me with investment advice, mortgage advice and I recently also invested the proceeds from the sale of my business with them. They have always looked after my interests and I would not hesitate to recommend them to anyone”

Private Client, Burnley

“I use HF Wealth for both my household and motor insurance. I always receive a friendly and helpful service. I was previously insured direct which was fine until I had to make a claim. After that experience I will always use a broker!”

Private Client, York

“Since moving to HF Wealth from my previous IFA, I have been very pleased with the growth on my pension, ISA’s and other investments. I also receive a review on a much more regular basis which provides me with peace of mind and trust in my adviser”

Private Client, London

“The mortgage advice we received from HF Wealth was fantastic. They were extremely helpful and knowledgeable. As a result of the advice we were given we saved a small fortune on what had been quoted to us by our bank”

Private Client, Harrogate

More About Us
Meet The Team

  • personal financial planning, pensions

    Meet the Team

    With over 50 years of financial services experience and numerous professional qualifications and accreditations, welcome to the HF Wealth team.

  • personal financial planning, pensions

    Individuals

    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.

  • personal financial planning, pensions

    How We Work

    We cater for wealthy individuals, business owners and high earners and cover every aspect of their financial planning requirements.

Testimonials

personal financial planning, pensions

personal financial planning, pensions