Michael Breen

Michael Breen

HF WEALTH LTD

Minimum savings/pensions: Over £100,000

0113 238 5300
Based in Ilkley
View location

Top Rated 2025
Verified since: September, 2024

4.9 out of 5

27 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 April 2025

    Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    Michael has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Michael has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Michael has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 April 2025

    Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    Michael has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Michael has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Michael has not yet added their fees to their profile

My approach to financial planning always starts and ends with the what the client wants to achieve. The mantra I set myself is to at all times do the best thing for my client. Helping both corporate and private clients to plan for a sustainable and prosperous financial future, I am thorough in researching all the options and possible scenarios, and present advice in a clear understandable way, without the use of technical jargon to help make sure the experience of financial planning and decision-making is an enjoyable rather than onerous process. I adopt a friendly straightforward approach to my role, aiming to empower my clients with informed decision making to fulfil their ambitions. My advice covers all areas of wealth management including; retirement planning, wealth protection, savings and investment planning. A specialist in cashflow modelling, financial forecasting and helping clients to develop their plan on the road towards financial independence. I love working as part of an experienced team at HF Wealth Ltd and using the firms collective knowledge to deliver the highest possible standard of advice. My spare time tends to revolve around my family, a passion for Leeds United and I have been known to run a Marathon or two.

Offers available through VouchedFor

Contact Michael through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

HF Wealth Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 814844.