Neil Davies

Neil Davies

HF WEALTH LTD

Minimum savings/pensions: Over £100,000

0113 238 5321
Based in Ilkley
View location

Top Rated 2025
Verified since: September, 2024

5 out of 5

13 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 April 2025

    Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Neil has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Neil has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Neil has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 April 2025

    Neil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Neil's status

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Neil has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Neil has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Neil has not yet added their fees to their profile

Since the age of 18 I have worked in financial services. For the last 12 years I have been providing independent financial advice to clients. I feel independent advice is crucial for clients. Too many occasions I have seen clients shoehorned into arrangements that are not right for them, but if you don't know there is an alternative, how would you know to look elsewhere. The majority of my client bank is in or around retirement. I have experience in working with a full suite of retirement products. In addition to my Diploma in Financial services, I also hold an additional advanced qualification in Pension planning. Away from work I have 2 Children and when time allows I enjoy playing Golf.

Offers available through VouchedFor

Contact Neil through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Neil's clients

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Adviser Disclaimer

HF Wealth Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 814844.