HCI named a Top 100 firm by Citywire NMA for the 2nd consecutive year
We are proud to announce that for the second consecutive year HCI has been named as a Citywire New Model Adviser Top 100 Firm for 2024. New Model Adviser is a leading industry publication with their Top 100 celebrating the best of the financial planning community. How Were We Chosen?The selection process for the Top […]
MoneyAge Awards 2024 – Financial Adviser Award: Small to Medium Firm of the Year For the 2nd Consecutive Year
We are thrilled to share that HCI Chartered Financial Planners has won the Financial Adviser Award: Small to Medium Firm of the Year for the second year in a row at MoneyAge’s 2024 Awards! This category is open to firms with 10-250 employees and recognises the financial adviser firm which has demonstrated a successful service […]
Supporting the Flintshire Foodbank
At HCI Chartered Financial Planners, we believe in the power of community and the importance of giving back. We are proud to share that on Friday August 2nd our team completed a donation of 204 items (85.8kg of food!) to the Flintshire Foodbank, a vital organisation dedicated to fighting hunger and supporting those in need […]
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 guide is available here. We hope that you find this interesting and helpful. If you have any queries or require more information on any of the areas covered and how […]
Our top 2023/24 tax year end financial planning tips
With a month to go until the end of the 2023/24 tax year end on April 5th 2024, here are our top tax year end planning tips: If you are looking to discuss your financial plan or investments, please get in touch with one of our Financial Planners for tailored, regulated, and independent advice. This […]
Normal Minimum Pension Age is Changing
Introduction Planning for retirement? Be prepared for an upcoming change that could affect when you can access your pension money. Let’s explore this change and break down what it means for you, ensuring you can approach your retirement with confidence. The Change Currently, the normal minimum pension age (NMPA) in the UK is 55, allowing […]
Professional Adviser Awards 2024 – Shortlisted
Professional Adviser Awards 2024 – Shortlisted We are thrilled to announce that we’ve been shortlisted in the “Adviser Firm of the Year – North West” category at the ‘Professional Adviser Awards 2024. https://www.professionaladviser.com/news/4161768/pa-awards-2024-adviser-firm-shortlists-revealed
Not too late for your budgeting New Year’s resolutions
At the start of the New Year unfolds, many of us make resolutions for the year ahead. Whether you’re aiming to save for a big goal, pay off debt, or simply gain better control over your money, budgeting is the key to success and a great place to make resolutions. In this blog post, we’ll […]
Autumn Statement 2023
Yesterday, Jeremy Hunt unveiled his Autumn Statement, featuring 110 new measures ranging from State Pension adjustments to National Insurance cuts. To simplify, here’s a summary of HCI’s top five highlights: This note is intended for general information only and should not be considered specific advice. The value of your investments and the income they generate […]
Citywire Top 100 – 2023
Citywire New Model Adviser Top 100 – 2023 We are delighted to share that HCI has been placed in the prestigious Citywire New Model Adviser annual list of the Top 100 financial planning firms for 2023! This award celebrates the best of the professional financial planning community.