Testimonials

We have known Alison for at least 12 years guiding our financial future through our working life to pension life.  Her experience is exemplary with good solid advice catering for our individual "money matters".  Alison made the "incomprehensible" understandable and navigated us to a financial portfolio facilitating an earlier retirement!  Regular catchups to ensure all on course and adjustments if necessary.  We have no hesitation in recommending Alison's services to anyone looking at their financial future.

Alison has looked after our finances for a number of years now.  She is highly knowledgeable, pro-active in anticipating our needs, and very responsive when we need her.  We have always found her to be utterly professional in her approach, and very flexible with her time.  We have recommended her to many of our colleagues, and friends, who have all had very positive experiences.

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.

Leading up to my retirement I was not sure what to do with my pensions but with the help and experience of Graham Heaney he presented me options and guidance on the matter.  We have a yearly meeting where we discuss my pension and financial requirements for the year in hand, and his advice on this has been invaluable.  I would certainly, and have, recommended Graham to others who require a professional and reliable financial advisor.

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.