Professional Connections

Professional Connections

Are you an accountant, solicitor, or professional adviser dedicated to securing the best financial outcomes for your clients? At HCI we understand the critical role that comprehensive financial planning plays in ensuring the long-term success of your clients.

Our team of independent financial planners work closely with accountants and solicitors to help clients achieve their desired financial goals. As a trusted partner for other professional advisers, we’re committed to upholding the highest standards of integrity, transparency, and expertise.

Reasons to work alongside HCI

Independence at the Core: As an independent, whole-of-market firm, we pride ourselves on providing unbiased financial advice. Your clients’ best interests are paramount to us, and our advice is not influenced by affiliations with specific financial products or institutions.

Tailored Expertise: Our team of seasoned financial professionals possesses a wealth of knowledge across various financial planning areas to deliver tailored solutions to meet your clients’ unique needs. Specifically we provide independent and holistic advice on:

  • Estate planning
  • Trusts
  • Inheritance tax planning
  • Long-term care planning
  • Pensions
  • Cashflow planning
  • Savings and investments
  • Insurance

HCI is an Accredited Member of SIFA Professional: As a SIFA Professional, our focus is on building and maintaining compliant relationships with solicitors and other legal professionals, all in the best interests of clients. HCI is free from the influence of third parties and specialises in professional connections. Through SIFA we are kept updated on all the developments in the regulatory landscape affecting the legal profession.

We are an accredited member firm listed on the SIFA Professional Directory of Financial Advisers. SIFA Professional are an approved Partner working closely with the Law Society.

Contact us today to explore how our partnership can elevate your client service to new heights. Together, we’ll build brighter financial futures, one bespoke financial plan at a time.