COVID-19: In line with Government advice HCRIFA will remain open as usual with all team members working remotely, more information here.

Personal Financial Planning (Individual & Family) - HCR IFA

Personal Financial Planning (Individual & Family)

Our aim at HCR is to provide a full bespoke independent advice service that is relevant to each individual clients’ needs and aspirations.

The advice process starts with the gathering of information about you, understanding what your goals and aspirations are and what planning you already have in place. At this stage, we will also discuss and agree with you the areas you would like to discuss.

All of this can be done either at your home or place of work, or at one of our offices. In most cases the initial consultation is offered to you FREE of charge.

At HCR we base our decisions on what is best for you the client. We don’t sell products, we build solutions to help you achieve your goals and aspirations, and being totally independent means that we can consider products from all firms across the market giving you unbiased and unrestricted advice. This allows us to select the most competitive products suitable to meet your needs from the whole of the market, giving you peace of mind to know that you are receiving the right advice and the highest standards of service.

 

To visit the FCA consumer website –The Money Advice Service – please  click here.  You will then leave HCR IFA Ltd and enter into a third party website.  HCR IFA Ltd are not responsible for the content of any third party website. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.  A TYPICAL FEE FOR ADVICE IS BETWEEN 0.25% AND 1% OF THE LOAN.  THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL AND ESTATE PLANNING SERVICES AND SOME FORMS OF MORTGAGES.

For a free consultation to discuss your Personal Financial requirements together with any other financial needs

Contact Us today

"We would like to thank your company for safely handling our finances over the years and thereby giving us a creditable return on our initial outlay. Thanks to you all we will now have a far more comfortable retirement. We would have no hesitation in recommending your services to others."

Keith & Vanda

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