Simon Lister — Independent Financial Adviser in West Yorkshire
About Simon Lister
Simon Lister DipPFS is Managing Director at HF Wealth Ltd, an independent financial advice firm based in Ilkley, West Yorkshire. With more than 15 years’ experience in financial services, Simon has developed broad expertise across personal and corporate financial planning, including pensions, investments, tax planning and long-term wealth management. Before becoming Managing Director of HF Wealth in 2020, Simon held senior and technical roles across the industry, including Sales Director and Financial Adviser at Hudson Foster, Trainee Financial Planner at Beaufort Financial Planning Yorkshire, and Paraplanner at Investec Wealth & Investment UK and 2plan Wealth Management. This background gives him a strong understanding of both the technical and client-facing aspects of financial advice.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Certificate in Discretionary Investment Management (PFS)
Regulation
Simon Lister is FCA-verified (firm: HF Wealth).
Frequently Asked Questions
Is Simon Lister an FCA-regulated financial adviser?
Yes. Simon Lister 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 Simon Lister offer?
Simon Lister 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 Simon Lister?
Fees vary depending on the service, the complexity of your situation and the assets involved. Simon Lister 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?
Simon Lister 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 Simon Lister?
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 Simon Lister directly through the contact form.
Does Simon Lister work with clients outside West Yorkshire?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Simon Lister is based in West Yorkshire but you can confirm preferred meeting locations and video options when you book your initial call.