H.L. Financial Ltd

As independent advisers, our clients benefit from advice and support on the broadest range of products and services. Whether it is for investment, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs to develop and increase their personal or business resources.

“Prediction is very difficult, especially if it’s about the future.” Niels Bohr Danish physicist (1885 - 1962)

In today’s economic climate no-one can accurately predict the short term value of assets or markets with any great certainty, but analysing risk and conservatively planning for the future over the medium to long term has never been more important.

HL Financial, through its independence, can offer an unbiased review of all its client’s investments, combined with a personal review to ensure your current investment policy is engineered to deliver your medium to long term wealth aspirations.Further, we look for value for money, security and service, in fact everything you would expect to receive from any other important purchase you might make during your lifetime.


At HL Financial we believe in the personal touch and the highest service levels. We offer a free, no-obligation meeting, at our offices in The Foundry, Wrexham next to the new Eagles Meadow development. Alternatively, you may prefer us to visit you at your home or place of work.

Rob Hopkins has been servicing a broad range of client’s since 1997 working with Bank of Scotland and Barclays Financial Management then established HL Financial as an independent in 2004. During this period Rob has achieved Advanced Planning certificate in Taxation and Trusts and is a member of Personal Finance Society.

HL Financial is of course authorised and regulated by the Financial Services Authority.

Richard Taylor has enjoyed two successful careers split evenly over the last 30 years between the large Corporate Investment Banking Sector and secondly running his own businesses and now working as an independent business consultant.

 

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