Neil Davies — Independent Financial Adviser in Ilkley
About Neil Davies
Neil Davies is a Senior Financial Planner at H F Wealth Ltd, with over 23 years of experience in financial services and more than a decade advising clients. His day-to-day work is a balance of client meetings and behind-the-scenes planning, ensuring every recommendation is well-prepared and aligned with each client’s goals. Neil works closely with individuals and families to help them understand what’s possible and build clear, achievable financial plans for the future. What Neil enjoys most about his role is meeting new clients and helping them realise that their financial goals are within reach. By providing straightforward, practical advice, he supports clients in turning plans into reality and building long-term financial confidence. Neil’s career spans a wide range of roles within financial services, giving him a strong foundation across advice, client support and financial planning. This breadth of experience allows him to take a well-rounded and thoughtful approach to each client’s situation. Outside of work, Neil is a qualified Rugby Union referee, having become involved through his son’s participation in the sport. It’s a role he enjoys and one that reflects his commitment to staying active and engaged in the community.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Estate Planning
- Pension Planning
- Investment Management
Qualifications
Diploma for Financial Advisers (DipFA)
Regulation
Neil Davies is FCA-verified (firm: HF Wealth).
Frequently Asked Questions
Is Neil Davies an FCA-regulated financial adviser?
Yes. Neil Davies 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 Neil Davies offer?
Neil Davies offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. 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 Neil Davies?
Fees vary depending on the service, the complexity of your situation and the assets involved. Neil Davies 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?
Neil Davies 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 Neil Davies?
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 Neil Davies directly through the contact form.
Does Neil Davies work with clients outside Ilkley?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Neil Davies is based in Ilkley but you can confirm preferred meeting locations and video options when you book your initial call.