HCI Chartered Financial Planners
HCI Chartered Financial Planners is an independent financial advice business based in Chester. Established in 1973, they offer a range of financial services tailored to individual needs.
- Free Consultation
- Online Will Writing
- Investments and Savings
- Pensions and Retirement
- Tax and Estate Planning
- Insurance and Protection
Locations
Digital Popularity
Social Media
Competitors
Astute Private Wealth offers a wide range of financial solutions, including personal and corporate investment advice, protection, and pension schemes.
Oaksmith Financial Planning Ltd provides personalised financial advice to individuals, families, businesses, and trustees across North Wales and beyond.
Company Details
HCI Chartered Financial Planners is operated by H C I Financial Services Limited and is a Active company incorporated on 28 March 2001 with the registered office located in Deeside, Clwyd. H C I Financial Services Limited was registered 24 years ago.
Status
Active
Size
Small
Directors
4
Age
24 years old
Employees
42
Turnover
Unreported
Total Assets
£2.59M
Cash in Bank
£297.65K
Total Liabilities
-£1.7M
Teams
16
9
5
1
1
SMF3 Executive Director • Joined Jan 2023
Finance Manager • Joined Oct 2022
Client Relations Manager • Joined Apr 2023
Client Relationship Manager • Joined Nov 2024
Client Relationship Manager Team Leader / Paraplanner • Joined Jan 2018
Compliance Officer • Joined Feb 2024
Customer Support Administrator • Joined Aug 2023
Customer Support Analyst • Joined Jan 2023
Mortgage Assistant • Joined Nov 2019
Paraplanner • Joined Apr 2018
Finance Manager • Joined Oct 2022
Mortgage Assistant • Joined Nov 2019
Paraplanner • Joined Apr 2018
Paraplanner • Joined Nov 2022
Paraplanner • Joined Dec 2017
Independent Financial Advisor • Joined May 2019
Paraplanner • Joined May 2023
Paraplanner • Joined Jun 2019
Chartered Financial Planner
Client Relations Manager • Joined Apr 2023
Client Relationship Manager • Joined Nov 2024
Client Relationship Manager Team Leader / Paraplanner • Joined Jan 2018
Customer Support Administrator • Joined Aug 2023
Customer Support Analyst • Joined Jan 2023
Compliance Officer • Joined Feb 2024
SMF3 Executive Director • Joined Jan 2023
View 16 members