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We're delighted to announce that HCI Chartered Financial Planners has once again been recognised in the Citywire New Model Adviser Top 100 for 2026, marking our fourth consecutive year among the UK's leading financial planning firms. Being included in this prestigious list for four years running is a fantastic achievement for HCI and a reflection of our team's continued dedication to providing high-quality, independent financial advice to our clients across Chester, North Wales, the North West and beyond.

HCI Chartered Financial Planners has been shortlisted for the Financial Adviser Award: Small to Medium Firm of the Year at the MoneyAge Awards 2026.

At HCI Chartered Financial Planners, we believe that supporting our community is just as important as supporting our clients. As a local business, we’re passionate about giving back and helping to create opportunities that make a lasting difference.

Celebrating Excellence in Client Experience, On 7th May 2026 members of the HCI Chartered Financial Planners team travelled to London to attend the VouchedFor Client Experience Awards 2026 at the beautiful Royal Lancaster Hotel.

Proud to showcase our charity duck, thoughtfully designed in collaboration with a talented local primary school — celebrating creativity while supporting a meaningful cause.

HCI Chartered Financial Planners has been named a VouchedFor Top Rated Advice Firm for 2026, marking the second year in a row that the firm has received this recognition based solely on client feedback.

HCI Chartered Financial Planners has been named Adviser Firm of the Year – Wales at the Professional Adviser Awards 2026, recognising our client-focused approach, professional standards and commitment to excellence.

HCI is pleased to announce an upcoming Care Fees Planning Evening, delivered by our experienced care fees planning specialists in partnership with Crabwall Hall Care Home.

HCI colleagues came together on Christmas Jumper Day to pack shoeboxes for the Teams4U Shoebox Appeal to support children in need.

HCI is proud to be named again, reflecting another year of progress and investment in improving our services.

We’re proud to share that HCI Chartered Financial Planners was shortlisted in two categories at the inaugural VouchedFor Client Experience Awards 2025, which took place in May at The Biltmore Mayfair Hotel.

We’re pleased to share that HCI Chartered Financial Planners has been recognised as a Top Rated Firm 2025 by VouchedFor – an award based entirely on feedback from our clients.

My Care Hub highlights both financial and practical support to which you or the person you care for may be entitled.

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.

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!

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 within our community.

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.

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.

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 explore some basic budgeting tips to help you navigate the financial landscape in the year ahead.

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.