Business Details
24 Years
experience
Trusted Financial Advisers in Market Drayton
Established in 2002, HF Wealth Planning has built a reputation for delivering tailored financial solutions to private and corporate clients. Our team combines over 60 years of collective experience with a commitment to long-term client relationships, prioritising transparency and trust. As a Partner Practice of St. James's Place Wealth Management, we access specialist expertise while maintaining a local, client-centric approach. Our services span investment management, retirement planning, and wealth protection, supported by a structured process that adapts to evolving financial needs. We emphasize clarity in complex financial matters, ensuring clients receive actionable advice aligned with their goals.Regulated by the Financial Conduct Authority, we uphold rigorous professional standards and accountability. Client testimonials consistently highlight our reliability, personalized service, and ability to simplify financial decision-making. Our focus remains on delivering value through bespoke strategies rather than generic solutions. With offices in Market Drayton, we serve clients across Shropshire and Cheshire, combining regional knowledge with national resources. Our advisers maintain continuous professional development to stay at the forefront of wealth management practices.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Details
- Year established: 2002
Highlights and features
- We offer over 60 years of combined experience in wealth management.
- Our advisers maintain long-term client relationships built on trust.
- Access to St. James's Place's specialist investment expertise and resources.
- We provide monthly portfolio spreadsheets for transparent investment tracking.
- Personalised advice tailored to individual financial circumstances and goals.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Personal and friendly service
Trustworthy advice
Outstanding service
Excellent support
Reliable and accurate advice
Services
Investment Management
We develop tailored investment strategies to grow and preserve client assets. Our approach combines market expertise with risk management to align portfolios with individual goals. Clients receive regular performance updates and adjustments as needed.
Retirement Planning
Our retirement planning ensures financial security during post-employment years. We assess current assets, future needs, and tax implications to create sustainable income solutions aligned with lifestyle objectives.
Protection Planning
We safeguard clients' financial well-being through insurance and risk mitigation strategies. This includes life cover, critical illness protection, and income replacement plans tailored to personal circumstances.
Corporate Services
We advise businesses on succession planning, employee benefits, and tax-efficient structures. Our services help owners transition from employment to retirement while optimising company financial health.
Mortgages
We provide mortgage advice covering residential and buy-to-let financing. Our approach considers clients' overall financial plans to secure competitive rates and suitable repayment terms.
People
Kenneth Reilly
Director
With over 20 years of experience, Kenneth provides sound financial advice focused on long-term client interests. He prioritises clear communication and tailored solutions for personal and corporate clients.
Andy Stokes
Financial Adviser
Andy offers professional investment advice, maintaining regular client communication and portfolio updates. His approach combines expertise with accessible explanations of complex financial matters.
Ken Evans
Senior Adviser
Ken has advised clients for over 18 years, specialising in retirement transitions and financial clarity. He builds trust through consistent support and straightforward presentation of financial options.
Questions
What financial services does HF Wealth Planning offer?
We provide investment management, retirement planning, wealth protection, corporate financial advice, and mortgage services tailored to individual and business needs.
How does HF Wealth Planning work with clients?
We build long-term relationships through face-to-face consultations, creating bespoke strategies that evolve with clients' changing financial circumstances and goals.
What fees are involved in your financial advisory services?
Our fee structure is transparent and discussed upfront, typically based on the complexity of services required and agreed client objectives.
Which areas do you serve?
We primarily serve Market Drayton, Shropshire, and Cheshire border regions, with clients also based across the UK.
What qualifications do your advisers hold?
Our advisers hold relevant financial qualifications and maintain continuous professional development, operating under FCA regulation via St. James's Place.
Can I review client testimonials?
Yes, we showcase client feedback highlighting our reliable service, expertise, and commitment to long-term financial planning.
