Michael Breen — Independent Financial Adviser in Yorkshire
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
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Michael Breen is FCA-verified (firm: HF Wealth).
Frequently Asked Questions
Is Michael Breen an FCA-regulated financial adviser?
Yes. Michael Breen is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Michael Breen offer?
Michael Breen offers Retirement planning, IHT planning, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Michael Breen?
Fees vary depending on the service, the complexity of your situation and the assets involved. Michael Breen will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Michael Breen is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Michael Breen?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Michael Breen directly through the contact form.
Does Michael Breen work with clients outside Yorkshire?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Michael Breen is based in Yorkshire but you can confirm preferred meeting locations and video options when you book your initial call.