If you're looking for an Independent Financial Adviser with clear and affordable pricing, a wealth of experience, bespoke solutions and a friendly team, you're in the right place!
We take care of our clients and have made our services as accessible to you as possible. You can talk to your adviser via Skype, telephone, email, face-to-face or through our secure messaging service.
Our research shows that we offer one of the most competitive fee models on the market, with service options for every budget and circumstance.
Our Active Investment Service is centered around keeping your money in the best selection of funds for your attitude towards investment risk.
Tailored Financial Advice
Find us in Chester
Our office is based in Handbridge, Chester, but we can conduct business throughout the UK, communicating with you via email, telephone or in a video call, just tell us your preference! All of our clients get access to our Personal Finance Portal where you can track your accounts, but we're only ever a phone call away!
What our clients say
Rob Hopkins has great patience in explaining the intricacies of financial planning to a money novice. I feel sure that I can rely on him for advice that applies to my financial situation. He keeps a firm eye on my investments and advises changes when he thinks it is necessary. My investment pot has grown in value compared to a relation who has a similar amount of money in a bank. The phone is always answered promptly and politely.
I needed sound advice regarding several pension pots that I wanted to pool together. Rob helped me to merge my pension pots into a single source of income... the results have far exceeded my expectations. The whole experience has been very satisfying. I don't know if Rob could have done anything more than he has. The results have been spectacular.
I needed some help to achieve a comfortable retirement and investment.Rob was recommended through a friend who had total trust in him. Rob has been very helpful with advice and has given me a better approach and direction to savings and pensions. I have only just started saving with Rob and I hope next year that the results will be welcoming. Rob has done a better job than my previous advisers and I feel more comfortable when speaking with him. He explains everything in the old fashion way which is the best way in my case.
For advice on investing money from Inheritance. Rob helped me invest my money in suitable areas based on attitude to risk and my period of investment. My investments are doing well I am very pleased and I am continuing to see them grow. Really happy with Rob, he doesn't mind meeting clients out of office hours which is the only time I can see him.
We feel Rob Hopkins has understood our needs in the investment market and our attitude to risk. He is readily available to answer any of the concerns we might have and keeps us updated on any changes needed. HL Financial are very friendly and approachable and I would have no hesitation in recommending them.
Pension pot wanted advice on what to do with it until I retire. [Rob] Helped me understand the options available to me, & invested it for me. Still not retired, investments Rob made on my behalf, have yielded a good return which I'm very pleased with.
Georgia at HL has been truly invaluable in finding the best deal for our mortgage and insurances. We had to do nothing but sign the off form! Georgia liaised with our solicitor, bank and estate agents saving us so much time and stress! I would not hesitate to recommend Georgia! She is helpful friendly and professionals and nothing is too much trouble for her! Thank you Georgia Dave and Lisa
What were the circumstances that caused you to look for a Financial adviser? Age! Needed help with managing Isas. How did Rob Hopkins help you? Useful advise and setting up port folios for both of us. What is your current situation? Have you seen the outcome you were hoping for? Satisfied with what he has done for us in the current difficult economic climate We know he will come and see us should we need any advice.
What were the circumstances that caused you to look for a Financial adviser? Pension and investment advice. How did Rob Hopkins help you? Advice on my pension change to a higher rate and monetary investments. What is your current situation? Have you seen the outcome you were hoping for? On my pension advice yes. Backed up by my pension company's independent advisers. On my investments it is a bit early to say. What could they have done better? Personally Mr Rob Hopkins could of not done better than he did.