Testimonials

The service we have had from Richard has been excellent, regular contact and reviews are really appreciated.  The time spent in preparation by Richard is evident and options to discuss are clear.  Richard explains any points we raise and has a great knowledge of the market.  We really appreciate the regular updates from HFB Financial on the news letters.  Overall a great team who we have the utmost confidence in.

The relationship between advisor and client has to be based on trust, that trust comes from the clients belief that the advisor only ever has the clients best interests at heart. This needs to be backed up by professional competence and that the advisor has enough information of the clients personal circumstances to give the correct advice.  Alison certainly meets all these competences and that is why Alison has been my only financial advisor for over 10 years. Alison has certainly earned my trust.

I first met Richard when he was working for an International Bank.  I am very pleased, not only with the performance of my portfolio, but with the independent, friendly advice that I receive.  I know that in the event of my death, Richard will take care of my family and continue the great service.  I would strongly recommend his services.

Rob Aldridge has advised me on a personal level and also on a business level.  His advice has always been very sound and comprehensive. Rob takes an active role with regard to my finances and doesn't just let them 'run their course'.  Rob's scope of advice not only relates to investments, but also how and when to draw down money in the most tax advantageous way.  We maintain a good relationship and Rob has become a friend as well as a financial advisor.  I look forward to our meetings and will continue to take Rob's advice in the future.

I have been working with Simon for 15 years and I've found his help priceless.  He makes complex things for me very simple and provides outstanding support.  He is also very patient and provides his knowledge and expertise when you need him. He is proactive and he will reach out to you in advance.  I would recommend Simon to everyone who needs professional financial advice.