We are delighted to share that HCI Chartered Financial Planners has been named Adviser Firm of the Year –Wales at the Professional Adviser Awards 2026.
This is a fantastic achievement for our whole team and one we are incredibly proud of.
The Professional Adviser Awards are highly regarded across the financial advice profession, with firms judged through a detailed submission and assessment process by an independent panel of industry experts. To be shortlisted among just five firms in Wales, and then selected as the overall winner, is a real honour.
Recognition for the way we work
The judges praised HCI as a:
“Client focused business that also focuses on the qualification levels of its advisers and other employees”.
One judge also commented on our:
“Some really good use of technology and great work in the local community”.
Those comments mean a great deal to us because they reflect the standards we work hard to uphold every day.
At HCI, we believe great financial planning is about much more than recommendations on paper. It is about building trusted long-term relationships, delivering advice that is clear and personal, investing in the development of our people, and continually improving the experience we provide for clients.
A reflection of the whole team
Awards like this are never the result of one individual or one department. They are a reflection of the collective effort, professionalism and care shown across the entire business.
From the quality of our advice and support, to the strength of our internal processes,to the commitment our team shows to ongoing professional development, this recognition belongs to everyone at HCI.
We are fortunate to have a team that is passionate about delivering high standards anddoing the right thing for clients, and this award is a wonderful acknowledgement of that shared commitment.
Thank you to our clients
Most importantly, we would like to say thank you to our clients.
We never take for granted the trust our clients place in us to help them make important decisions about their finances, their families and their futures. Your confidence in us is the foundation of everything we do.
This award is not only a celebration of our team, but also of the relationships we have built with the individuals, families and business owners we are proud to advise.
Thank you for your continued trust and support.
