Highcliffe Financial Management Ltd (HFM) was founded in 1984 and remains a family owned business. We provide completely independent financial advice, investment and wealth management services to our clients.
HFM is the first Chartered Financial Planner business firm in the New Forest and is one of the first 75 firms to have been awarded this coveted designation in the UK.
Our senior advisers are both Chartered Financial Planners and Certified Financial Planner licence holders and offer the highest level of advice to both personal and business clients.
We have a strong investment management position with substantial funds under advisory management and are able to offer a full review and management service.
We work on a fee or commission basis, with the first meeting free of charge.
Please ring for an appointment.
The Chartered Financial Planner designation is awarded by the Chartered Insurance Institute.
The Certified Financial Planner licence is awarded by the Institute of Financial Planning.