Simon Lister — Independent Financial Advisor 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
Qualifications
Simon holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and continues to build his professional knowledge through ongoing qualifications and development. He is committed to delivering straightforward, personal financial advice tailored to each client’s individual circumstances, helping them put clear plans in place and maintain them over the years ahead.
Regulation
Simon Lister is FCA-verified (firm: HF Wealth).
Frequently Asked Questions
Is Simon Lister a regulated financial advisor?
Yes. Simon Lister 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 Simon Lister offer?
Simon Lister offers Retirement planning, IHT planning, Insurance.
Where is Simon Lister based?
Simon Lister is an independent financial advisor based in West Yorkshire, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Simon Lister offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Simon Lister directly through their Trusted Advisor profile.
What qualifications does Simon Lister hold?
Simon holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and continues to build his professional knowledge through ongoing qualifications and development. He is committed to delivering straightforward, personal financial advice tailored to each client’s individual circumstances, helping them put clear plans in place and maintain them over the years ahead.
How do I book a meeting with Simon Lister?
You can book a free initial consultation with Simon Lister directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.