We are Independent Financial Advisers, based in the Victorian spa town of Ilkley, West Yorkshire

HF Wealth was born in 2018 but our team have worked together for a number of years prior to that. Together we’ve over 50 years of financial services experience and numerous professional qualifications and accreditations.

Our team of advisers are passionate about delivering a friendly, personal and professional service to the clients that we put at the heart of everything we do. Ultimately our aim is to develop long term relationships with those we advise.

Our support team are the backbone of the company and are just as passionate about delivering an exceptional service to our clients. From a friendly voice on the phone to the important administration of pension and investments they always go above and beyond.

Whilst we are based in Ilkley, we serve clients all over the UK. To some extent we believe we reflect some of the traditional Yorkshire stereotypes, we are certainly plain speaking and we are absolutely careful with money!

HF Wealth Ltd

Simon Lister DipPFS

This department focuses on creating and managing financial strategies and plans for individuals or organizations.

Financial Planning

This department manages administrative functions related to Independent Financial Advisors.

HF Wealth Ltd

Org chart

Teams

Financial Planning

IFA Administration

Offices

HF Wealth Ltd

Org chart

Teams

Financial Planning

IFA Administration

Offices

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