Rob Hopkins (Left) has been servicing a broad range of Client’s since 1997 working for Bank of Scotland and Barclays Financial Management before establishing HL Financial Ltd as an independent in 2003. Rob is also member of the Personal Finance Society.

Richard Taylor (Right) who has enjoyed two successful careers, split evenly over the last 30 years between Corporate Investment Banking in the City and secondly running his own businesses, investments and acting as a Business Consultant since moving from the South East to Wrexham in 2003.

Sarah Evans (Middle) recently joined the Company having completed a degree in Theatre and Performance Studies at Glyndwr University.  Sarah’s main responsibility is ensuring the efficient running of the office, marketing and client liaison.


At HL Financial we pride ourselves on the serious quality of our advice and exceptional customer service we offer our clients. You and your financial interests are at the centre of every decision we make.
As an independent financial adviser we are able to offer our clients flexibility and transparency of payment for our services. When providing any financial advice to you, we will always make all the costs known and discuss in full the payment options open to you. Nothing will ever be charged until we have discussed and agreed any charges with you. For all our products and services we offer the following payment options:
* Fee only
* Commission only
* A combination of fee and commission
However, before you do anything, you can get a FREE assessment of your investments, by picking up the phone or emailing us to arrange a no-obligation fact finding meeting.
HL Financial, through its independence, can offer an unbiased review of all its Client’s investments, combined with a personal review, to ensure any current investment policy is engineered to deliver an individuals medium to long term wealth aspirations.  
Areas for review cover;

* Pensions and Investments
* Life Assurance
* Mortgages
* Inheritance Tax Planning
* Long Term Care

Our service is designed for people who want to make their finances as efficient as possible but don’t have the time, knowledge or inclination to do it on their own. By understanding your needs, ambitions & aspirations, HL Financial can help ensure that your finances do what you need them to do, both now and into the future.

Please contact us for a free consultation, without obligation.