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HCI Chartered Financial Planners

Financial Services

Specialities :

Financial advice

Mortgages

And protection

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Revenue

11M - 100M

Total Funding

--

Size

11 - 50

About Us

HCI Chartered Financial Planners (HCI) is an award-winning firm of independent financial planners that provide holistic financial planning advice to a range of clients throughout their working lives and into retirement. Providing the best possible outcome for our clients is at the heart of everything we do. Our core financial services include investments and savings, pensions and retirement, insurance and protection and tax and estate planning. We have a team of highly qualified independent financial advisers who are available to meet with you face-to-face to help you achieve you financial and life goals. HCI Chartered Financial Planners is a trading style of H C I Financial Services Limited which is authorised & regulated by the Financial Conduct Authority (FCA 197342). MoneyAge 2023 Financial Adviser Award: Small to Medium Firm of the Year Citywire NMA Top 100 Financial Planning Firms 2023

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Contact Information

Hawarden , Iowa , United States

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HCI Chartered Financial Planners Org Chart

No data available

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Employees

Total Employees:
15

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others14

Employees Working At HCI Chartered Financial Planners

Amy Ogden

Client Relationship Manager Team Leader Paraplanner

Daniel Gilligan

Independent Financial Planner

Richard Challis

SMF3 Executive Director

William Ayton

Client Relationship Manager

Carla Roberts

Finance Manager

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HCI Chartered Financial Planners Email Formats

No data available

Frequently Asked Questions About HCI Chartered Financial Planners

What does Hci chartered financial planners do?+

HCI Chartered Financial Planners (HCI) is an award-winning firm of independent financial planners that provide holistic financial planning advice to a range of clients throughout their working lives and into retirement. Providing the best possible outcome for our clients is at the heart of everything we do. Our core financial services include investments and savings, pensions and retirement, insurance and protection and tax and estate planning. We have a team of highly qualified independent financial advisers who are available to meet with you face-to-face to help you achieve you financial and life goals. HCI Chartered Financial Planners is a trading...

What are Hci chartered financial planners's specialties? +

Financial advice,mortgages,and protection

What is Hci chartered financial planners's industry? +

Hci chartered financial planners operates in the Financial services industry.

What is Hci chartered financial planners's revenue? +

Hci chartered financial planners's revenue is 11m - 100m

What is Hci chartered financial planners's company size? +

Hci chartered financial planners has 11 - 50 employees.

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