HCI Chartered Financial Planners

What are your personal and financial goals? #financialplanning #pensionadvice #retirementplanning

We're delighted to be shortlisted in the MoneyAge Awards 2024 in the Financial Adviser Award: Small to Medium Firm of the Year! 🎉 🏆 Terrific to see our team's dedication and hardwork recognised. Good luck to all the finalists! 🤞 https://ow.ly/3aO950SSO4v #MoneyAgeAwards

🚨 Exciting News! 🚨 We’re thrilled to support the Flintshire Foodbank with a recent donation! 🥫❤️ Together, we’re fighting hunger and making our community stronger. Read more here on our blog 🔗👉https://lnkd.in/e_PcGdp7

Congratulations to Valter who has been awarded the #CII Level 4 Diploma in Regulated Financial Planning. A terrific achievement for all of your hard work! Well done 👏🥳 #financialplanning #hcifs

***New My Care Hub member announcement*** A very warm welcome to HCI Chartered Financial Planners for becoming a member of My Care Hub - now making My Care Hub available to their clients and family members! Delighted to have you onboard! Howard Morris and Richard Challis have some really innovative ideas regarding how they plan to make My Care Hub available to both current and prospect clients, perfectly demonstrating the excellent work they are doing in support of clients who are carers or in need of care, and their wider families - a great example of going the extra mile! If you missed our series of launch webinars introducing My Care Hub with a LIVE demo of the service, you can watch the webinar back here: https://lnkd.in/eZdXvcyS To subscribe to My Care Hub to start providing your vulnerable clients who are caring or in need of care with valuable support to navigate their care journeys, click here: https://lnkd.in/ejhHrd9d DON'T MISS OUT ON OUR 20% EARLY BIRD DISCOUNT available to firms until 30TH JUNE! #careadvice #vulnerableclients #supportforcarers #caring #carefunding #carenavigation #careconsultant #careadvice #mycarehub

***New My Care Hub member announcement*** A very warm welcome to HCI Chartered Financial Planners for becoming a member of My Care Hub - now making My Care Hub available to their clients and family members! Delighted to have you onboard! Howard Morris and Richard Challis have some really innovative ideas regarding how they plan to make My Care Hub available to both current and prospect clients and by so doing, perfectly demonstrating the excellent work they are doing in support of clients who are carers or in need of care, and their family members - a great example of going the extra mile! If you missed our series of launch webinars introducing My Care Hub with a LIVE demo of the service, you can watch the webinar back here: https://lnkd.in/eZdXvcyS To subscribe to My Care Hub to start providing your vulnerable clients who are caring or in need of care with valuable support to navigate their care journeys, click here: https://lnkd.in/ejhHrd9d DON'T MISS OUT ON OUR 20% EARLY BIRD DISCOUNT available to firms until 30TH JUNE! #careadvice #vulnerableclients #supportforcarers #caring #carefunding #carenavigation #careconsultant #careadvice #mycarehub

Well done to both Dion and Lewis who recently passed #R02 and #R06 - congratulations on another step towards the diploma! 👏🥳 #financialplanning #hcifs

🏦💼 Bank of England edges closer to first interest rate cut since 2020! 📉 Governor Andrew Bailey hints at a potential move amid signs of slowing price rises. How would a rate cut affect your financial plan? 💰 💡 #BankofEngland #InterestRates #FinancialPlanning https://lnkd.in/eh8Q3mXm

🏡 Exciting news for aspiring #homeowners! 📈 According to the latest data from the Bank of England, #mortgage approvals in the UK soared to an 18-month high in March 2024. 🚀 With 61,325 mortgages approved, it seems the housing market is bouncing back. Contact HCI today to explore your mortgage options during a free initial consultation! 🌟🏠💼 https://ow.ly/3inj50RsghB

What an incredible weekend! Our first year entering the duck race was an amazing experience and we are so proud to support a fantastic charity! We can’t help but share some pictures of the amazing event! Thank you to all those who joined us!