Financial planning,
unique to you

Comprehensive financial planning, allowing you to confidently enjoy today, and tomorrow.

Learn more Our services

All together better

Collaboration is at the heart of what we do. We work closely with you to create a common goal of looking after you and your money by offering expert financial services in one place. Whether you are looking for advice on pension planning, growing your capital, or preserving your wealth, we make planning for a secure future our priority.

Financial Planning
Creating a tailored plan to achieve your goals and safeguard your future.
Investment Management
We’ll find the most suitable investment solution for you.
Independent Advice
Our financial advisers are highly qualified with years of experience.

We’re with you every step of the way

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build a financially secure future.

25+
Years of financial expertise
We’re financial advisers with a difference.
With over 25 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.
We help to create the financial confidence, you create the memories.

Our financial advice services

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.

Financial Planning

Retirement Planning

Investment Planning

Inheritance Tax

Protection Planning

Mortgage Planning

Start your journey with us today

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

Get to know Lesley

Lesley and the team are a blend of expert knowledge, skills and passion – and we’d like to think the ultimate formula for planning a secure financial future.

Lesley Halliday

Lesley Halliday

Director & Financial Adviser

What our customers are saying

Happy clients are the bedrock of any business and ours is no exception.

“HFG take care of life’s difficult financial decisions with timely expertise, professionalism, and acumen.”

Jo Bangor

“I am so very happy with the service I was given, I felt 100% supported and every step was explained in so much detail and the staff made it easy for me to understand. I would most definitely recommend to friends and family.”

Caroline Ards

“This is the friendliest service around, and Lesley was really prompt in finding the very best deal for me. Great experience!”

Brian Larne

“Lesley & Phillip are fabulous and always rang us to make sure we were doing ok and had everything in place and on time for us.”

Chloe Bangor

“We couldn’t have asked for anything more from Lesley. She went above and beyond to make sure we got the right deal for us and understood everything as we went along. First class service from start to finish.”

Ollie Bangor

“Philip Halliday and colleagues were efficient, knowledgeable and expedient. Any queries were promptly dealt with, and I was delighted with the warmth and detail with which they engaged to assess my requirements and fulfill them. Top marks!!!”

Simon Holywood

“There was no delay in processing my business. I was made to feel like I was a no. 1 priority.”

Robert Ballyclare

Read more reviews