Welcome to

Something about us

provides Holistic, Family and Business Financial Planning to clients. We specialise in Business / Commercial Financial planning, providing professional, tailored advice which helps to grow and protect our client's wealth.

Our team of advisers are all highly qualified financial services professionals, who operate with the highest levels of trust and integrity.   We pride ourselves on putting the clients interests at the heart of everything we do.

Mission Statement

Our mission is to partner with you to create financial comfort, help and protect your family, your business and build a legacy.

We are driven to provide objective, tailored solutions that enhance your life.   We are committed to maintaining the highest standards of trust , integrity and professionalism in our relationship with you, our client.   Through comprehensive Holistic Financial Planning, we endeavour to know and understand your financial situation and provide you with only the highest quality service and advice, to help you reach your personal and business goals.


We want to help you achieve your potential and realise your personal goals in a modern forward thinking organisation.   Success breeds success, and at , we want to help you build on your achievements to date.   Our culture is supportive and our expectations are high.   We are looking for professional, self-motivated people who put clients' needs and interests first.

Our team has many years of experience leading and motivating teams in a fast paced regulated environment and we have a genuine passion for what we do.   We believe in core values of honesty and integrity in all relationships and these ethics are at the heart of HFB Financial Planning Ltd. Our sales management team has over 30 years combined experience of both advising and leading teams in the commercial market place.

In recent years the number of firms and banks offering dedicated advice to commercial / business customers has declined significantly.   This decline has left clients with very little opportunity to secure professional commercial financial planning advice.   We offer advisors a comprehensive training program that will help develop your knowledge and skills in the commercial / business market.

If you would like to work in an organisation that is forward thinking and client centric then please forward your C.V. and covering letter to admin@hfbfinancial.co.uk