Sound Financial Planning

Call us on
or email us at

Highcliffe Financial Management Ltd

Ivy House
65 High Street
SO41 9AL

T: 01590 671234

F: 01590 671671


Our Services

Georgina and Gerald Bennett

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.

Highcliffe Financial Management Ltd is a member of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority ( Financial Services Register No: 114782

Highcliffe Financial Management Ltd
Registered Address:
Ivy House, 65 High Street, Lymington, Hants, SO41 9AL
Registered in England & Wales, No. 1804766

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither Highcliffe Financial Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.