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Contact HG IFA Limited (Independent Financial Advisers)

HG IFA Limited (Independent Financial Advisers)

Posting for 1+ years

HG IFA Limited (Independent Financial Advisers)

HG IFA Limited  (Independent Financial Advisers) avatar
HG IFA Limited (Independent Financial Advisers)
5.0
(3 reviews)
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Overview

  • Operates in United Kingdom
  • Posting since 2024

Portfolio

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Services

Financial Advisors
Inheritance Tax Planning
Investment Advisors
Pensions and Incentives

Description

We are HG IFA: The Retirement, Later life and Inheritance Tax Experts, providing sensible, independent, impartial and personalised financial planning that empowers you to make informed decisions.

Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work, we provide relevant advice for all stages of your life.

As a fully independent IFA, we do not hold your money, it is held directly with the whole-of-market financial service providers and numerous large banking PLCs with whom we hold agency.

With over thirty years’ experience in personal and corporate financial planning, our Principal Adviser, Andrew Evans, has a wealth of knowledge in pre- and post-retirement planning, secure income in retirement, estate planning, inheritance tax mitigation, investments, private client work, and trusts.

We help people build their retirement funds and maintain a healthy income in later life, while ensuring our clients’ future generations are financially protected.

Our expert team pride themselves on delivering exemplary service levels and providing exceptional support with a personal touch. This is complimented by our extensive network of professional, legal and accountancy connections can help with even the most complex of financial situations.

Our client base covers the whole of Great Britain, and we provide regular online and remote meetings – via clients preferred communication methods – alongside in-person meetings when required.

We seek to build lasting professional relationships based on trust, that help guide clients through each life stage and changing financial requirements.

A strong measure of our success is our clients’ willingness to refer us to others.

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Reviews (3)

Please note: any reviews provided by our partner, Bark are not managed or verified by Gumtree.

5.0out of 5
3 reviews
James Newman
16 August 2025
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Andrew Evans has been a great help in demystifying my pensions and putting them in order, with a clear plan for my retirement. I really appreciate his enthusiasm and depth of knowledge, which make the process much easier to understand. I would highly recommend Andrew to anyone seeking pensions advice.

Cynthia Weaver
13 August 2025
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HG IFA Ltd referred me to Andrew, I was told he was the right person to help me. Andrew left a message saying that he would phone either at the end of yesterday or first thing today. Andrew called yesterday. He was polite, professional and honest with me. He expected, due to his years of experience in the business, that I may face some difficulty in getting my inheritance out of the US due to "moves" or lack of helpful moves (my words) by the Inland Revenue Service. It was a blow. Following that news, Andrew gave me the name: MASECO a firm that deals with cross border US to UK and UK to US financial services, "academically driven investment strategy" from MASECO. Finally, thank you Andrew - you have been my shining star, I hope to speak with you again.

Neil Wearmouth
20 August 2025
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I spoke to Andrew Evans last week. Although Andrew was at a different location to me, we talked about my pensions and he was very informative and helpful. He suggested I speak to someone local to the area where I live. Thank you Andrew, your call was much appreciated.

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Other services offered

Inheritance Tax Planning

Pension advice

Annuities

Services