Hf Wealth Ltd
We are Independent Financial Advisers, based in the Victorian spa town of Ilkley, West Yorkshire 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. Whilst we are based in Ilkley, 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!
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JW
James Wardale
Ifa Administrator · Operations
EmailPhone - AO
Amy Obrien
Admin Manager · General Business & Management
EmailPhone - MB
Michael Breen
Senior Financial Planner · Finance & Accounting
EmailPhone - JB
Jake Brett
Paraplanner · Finance & Accounting
EmailPhone - LL
Laura Lister
Personal Assistant to Managing Director · General Business & Management
EmailPhone - LG
Linda Gilligan
Paraplanner · Finance & Accounting
EmailPhone - MM
Melissa Midgley
Ifa Administrator · Operations
EmailPhone - SL
Simon Lister
Managing Director · General Business & Management
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Hf Wealth Ltd
7 distinct titles indexed · top 7 shown.
- 2ifa administrator
- 2paraplanner
- 1admin manager
- 1chartered financial planner
- 1managing director
- 1personal assistant to managing director
- 1senior financial planner
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