Hather Financial Services Ltd. are a family led firm of Independent Financial Advisers. An Independent Financial Adviser is not “tied” to recommending or promoting the products of any bank, investment or insurance company. This means that all markets are sourced for our clients to try and find you the most suitable solutions for your needs in the most cost effective way.
We look to create long-term relationships with our clients providing on going review services and often supporting our clients with their financial decisions through multiple generations. The long term nature of our business means our clients can become friends with the trust and confidence that friendship brings.
Hather Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA) FRN 924826 we are a directly authorised firm. The FCA put into place strict qualification and competence requirements, where we endeavour to ensure our clients are always receiving the best possible service.
We deal with people from all walks of life giving true, unbiased independent advice what-ever your financial needs.
We provide a service on financial matters either in the comfort of your own home, at your place of work or at our offices in Cumbria and Lancashire, the choice is yours. We are also able to provide online appointments via Microsoft Teams if this is more suitable for you.
All advice given is either fee or commission based which we are happy to discuss at our first free consultation. Your first appointment is completely free of charge so that we can openly discuss which areas our advisers could help you with. All information discussed is treated in the upmost confidence.
We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and members of staff.