Neil Davies — Independent Financial Advisor 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
Qualifications
Diploma for Financial Advisers (DipFA)
Regulation
Neil Davies is FCA-verified (firm: HF Wealth).
Frequently Asked Questions
Is Neil Davies a regulated financial advisor?
Yes. Neil Davies 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 Neil Davies offer?
Neil Davies offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Neil Davies based?
Neil Davies is an independent financial advisor based in Ilkley, serving the BD, HD, HG, HU, HX, LS, S, WF postal areas.
Does Neil Davies offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Neil Davies directly through their Trusted Advisor profile.
What qualifications does Neil Davies hold?
Diploma for Financial Advisers (DipFA)
How do I book a meeting with Neil Davies?
You can book a free initial consultation with Neil Davies directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.