HCI Financial Services

Building lifelong relationships and helping people achieve their financial ambitions.

We are an award-winning local, independent financial advice business in Chester who can help guide you from where you are to where you want to be.

Independent and Whole-of-market

Committed To The Highest Standards

HCI Financial Services Limited (“HCI”) is a leading independent financial planning business in Hawarden, just outside Chester. HCI has a legacy that dates to December 1973 when the Managing Director began his career and has grown over the years to serve a loyal client base in the North-West through our team of 13 advisers.

We have a highly qualified and experienced team and providing the best possible outcome for our clients is at the core of everything we do.

HCI operates under a Code of Ethics and prioritises breadth of knowledge and quality of service to clients.

Our Financial Service Solutions

Financial Services Tailored For You

Our expert team of financial services and financial planning specialists can help you with our wide range of bespoke solutions.

Experience You Can Trust

Meet Our Team

Jack Taylor

Principal Adviser

Howard Morris


Jason Lloyd-Jones


Michael Rowson


John Brown


Matthew Wood


Oliver Nichols


Rhys Chaloner


Walter Simpson


David Mills


Daniel Gilligan


Chris Ault


Three Things

That Set Our Financial Services Apart


We operate under a Code of Ethics

A code of ethics helps us to ensure you’re treated fairly and responsibly at all times.


We have A Breadth of Knowledge

An experienced and highly qualified team that you can trust to do the right thing.


We Deliver High Quality service

To strive, attain and maintain top class professional standards across the business.

How We operate

HCI is committed to providing the highest standards of professionalism and service for our clients.  We have adopted the CII’s Code of Ethics in full.

What People Say About Us

Client Testimonials

Financial Advice You Can Trust

Our experienced team is here to help

We have lots of experience

Case Studies

2024 Spring Budget Summary

We have reviewed the 2024 Spring Budget from March 6th 2024 and summarised the key points into a short guide. The key points include: The