About Us

Learn more about our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Michael Speakman

Director, Financial Planning Adviser

Michael Speakman formed HFB Financial Planning with Neil Swainson in October 2013.

07748 623170

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Neil Swainson

Director, Financial Planning Adviser, Pensions Transfer Specialist

After completing a Business and Finance degree, Neil has spent the last 25 years helping clients achieve a prosperous and secure future through focused and effective financial planning.

07717 690758

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Robert Aldridge

Senior Financial Planning Adviser

Rob is a professionally qualified financial adviser with a long, successful track record of providing holistic financial planning to his clients and their businesses.

07860 847188

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Richard Brelsford

Senior Financial Planning Adviser

Richard is passionate about building long term relationships based on trust and respect and acts with honesty and integrity in everything he does.

07879 268856

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Graham Heaney

Senior Financial Planning Adviser

Graham believes that providing high levels of customer service and quality advice builds strong relationships with his clients and allows him to become their trusted adviser.

07860 850128

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David Pinder

Senior Financial Planning Adviser

David has spent his entire career building his brand through honesty, integrity, technical expertise and taking a straight forward approach to helping clients achieve their goals and aspirations.

07771 347732

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Alison Ross

Senior Financial Planning Adviser, Pension Transfer Specialist

Alison has a wealth of experience which enables her to provide an excellent ongoing service to her clients and is interested in being part of her client's journey towards prosperity.

07969 429777

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Steve Sallis

Senior Financial Planning Adviser

Steve prides himself on customer service, understanding client needs and gaining trust through long term relationships.

07557 377639

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Simon Wood

Senior Financial Planning Adviser, Pension Transfer Specialist

Simon has a wealth of experience within the financial services industry, having spent the last 30 years advising clients on their financial planning needs.

07446 102589

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Jo Speakman

Business Development Manager

Jo left the NHS in 2017 to work alongside and support the team at HFB.

07866 503974

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Sarah Swainson

Marketing and Business Development

Sarah is delighted to be working on marketing strategy and new business development as part of the HFB Financial Planning team.

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