Bespoke financial planning that helps you reach your goals.
What sets us apart
At HCI, we put our clients at the centre of everything we do. Our approach is personal, collaborative, and focused on building lifelong relationships.
We understand that everyone's needs are different and evolve over time, which is why we offer bespoke, tailored solutions to help you achieve your financial ambitions.
Chartered financial planners
We've achieved the gold standard in our profession, demonstrating our commitment to the highest levels of knowledge, ethical practice, and professional development.
We’re independent of the whole market
As an independent firm, we have access to the entire market, allowing us to find the best solutions tailored to your unique needs.
We operate to a high ethical standard
Our team adheres to a strict code of ethics, ensuring we always act in your best interests with transparency and integrity.
We are committed to our community
We believe in giving back to the community that supports us. We actively participate in a range of charitable initiatives, from fundraising for local causes to volunteering our time and expertise.
We take a collaborative approach
We work as a team, with your adviser, client relations manager, and other specialists collaborating to deliver the best outcomes for you.
Our Commitment to You
At HCI, we believe in putting our clients, team and community at the centre of everything we do.
Our mission is to guide you from where you are in life to where you want to be, helping you achieve your financial ambitions. We understand that there's no one-size-fits-all approach, which is why we offer bespoke, tailored solutions that evolve with your needs over time.
Financial Services tailored for you
What clients say
David
I had several pensions from previous employers and not much of a plan for the future, Rhys handled everything with a friendly professional attitude, everything went smoothly and gave me great peace of mind.
Mal
Your advice and guidance was extremely well prepared, delivered to the highest, most clear and informative, and most professional of standards (if it needed a score then 10/10 across the board would be awarded, without any doubt ). The quality of documentation was top drawer and free from any confusion.
Chester
I have never been good at managing any sort of investment, but from our first conversation you put me at ease. I never felt embarrassed to ask you questions that perhaps I should have known the answer to - even when I was literally asking you to Google translate what you were showing or telling me. Patience of a Saint I would say. Throughout the whole process you had a calm demeanour which was very settling. I find it hard to trust people, but you most certainly have won me over with that one. You are the calm amongst my finance chaos.
David and Patricia
My wife and I have found him to be always well-presented, and knowledgeable when we have any specific questions and meticulous in explaining any decisions to be made about our financial affairs... Matt has been there when needed and has made the process as comfortable as possible. We feel grateful to have him as our advisor.
Helen and Steve
When we retired in 2014, Jason called to our house to discuss our needs and advised us of the best path to take. Over the years, if we have a query, Jason is always there to take a phone call or he will call and see us. He explains his advice in a way we can understand, he is very respectful of our views and advises us impartially. Nothing is too much trouble for Jason or Helen and we would like to thank him for our secured financial future.
Alex
I've been using John B as my adviser for a year and I couldn't be happier with the advice and service I've received so far. John and Amy have been brilliant and they both have gone above and beyond to ensure proposals and policies are simple to understand and explained properly. They've both been fantastic to work with.
Financial Services tailored for you
Please use the form on the right to book a call with one of our advisers to discuss your needs.
Any initial discussion is at our cost.