Michael Breen — Independent Financial Advisor in North West
About Michael Breen
Michael Breen is a Senior Financial Planner at HF Wealth Ltd, based in Leeds, with around 20 years’ experience in financial services. Since leaving university, Michael has built a career focused on helping clients make confident, well-informed financial decisions, drawing on experience across financial planning, paraplanning and wealth management. Michael joined HF Wealth Ltd in 2018, following senior paraplanning roles at St. James’s Place Wealth Management and JKS Pensions & Investments Ltd. He holds the Diploma in Financial Planning and Services through the Chartered Insurance Institute, alongside a BA (Hons) in Business Studies from Leeds Beckett University. A typical day for Michael starts with a review of global financial markets and economic news, before moving into client meetings, whether in person, by phone or over video. These conversations may be with new prospective clients or long-standing clients reviewing their plans. Behind the scenes, Michael also spends time preparing advice proposals, progressing client actions and ensuring recommendations are carefully tailored to each individual’s circumstances. What Michael enjoys most about his role is helping people achieve their life goals. He values the opportunity to build long-term relationships with clients and enjoys the fact that no two clients are the same. For Michael, financial advice is both personal and intellectually engaging: it combines problem-solving, responsibility, independence and the trust that comes with guiding people through important financial decisions. Away from work, one lesser-known fact about Michael is that he once had an audition for the Milky Bar Kid adverts.
Services
- Retirement planning
- IHT planning
- Insurance
Qualifications
I am a chartered fellow and hold the following credits at diploma / certificate level: RO1, RO2, RO3, RO4, RO5, RO6, CF1, CF2, CF3, CF4, CE5, CF6I. I am also a graduate of Leeds University.
Fees
HF Wealth works on an assets under management model typically with an initial advice element and the an on-going yearly fee.
Regulation
Michael Breen is FCA-verified (firm: HF Wealth).
Frequently Asked Questions
Is Michael Breen a regulated financial advisor?
Yes. Michael Breen is FCA-verified and authorised under HF Wealth, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Michael Breen offer?
Michael Breen offers Retirement planning, IHT planning, Insurance.
Where is Michael Breen based?
Michael Breen is an independent financial advisor based in North West, serving the BD, HD, HG, HU, HX, LS, S, WF postal areas.
How does Michael Breen charge for financial advice?
HF Wealth works on an assets under management model typically with an initial advice element and the an on-going yearly fee.
What qualifications does Michael Breen hold?
I am a chartered fellow and hold the following credits at diploma / certificate level: RO1, RO2, RO3, RO4, RO5, RO6, CF1, CF2, CF3, CF4, CE5, CF6I. I am also a graduate of Leeds University.
How do I book a meeting with Michael Breen?
You can book a free initial consultation with Michael Breen directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.