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About Us

We handle things so you don’t have to

HFPL was founded in the heart of Altrincham in June 2011 by Director Mark Tarry. With over 35 years of experience in financial services, Mark’s vision was to establish a company that would provide independent financial planning solutions tailored to both private individuals and corporate clients.

Financial planning can be complicated, and we understand that everyone wants the best for themselves and their loved ones. Therefore, choosing a financial planning business is a major decision.

Our approach

In today’s ever-changing economic landscape, it’s essential to stay vigilant about your financial well-being. We help you navigate financial complexities with confidence.

01.

Whole of Market Approach

We operate independently in the UK's financial market, which means we have the freedom to source solutions from any provider. This ensures our recommendations are based on the most competitive products, perfectly tailored to your needs.

02.

Complimentary Financial Health Check

To get started on your financial journey with HFPL, we offer a free, no-obligation initial consultation. This allows us to introduce ourselves, understand your unique circumstances, and outline how our services can benefit you.

03.

Personalised Engagement

We connect with you through face-to-face meetings, video calls, or telephone appointments, depending on your preference. Our proactive planning and regular reviews ensure that we provide continuous support and guidance throughout our relationship.

Ensuring you have a secure financial foundation for your retirement years.

Guiding you through investment options that align with your financial goals.

Providing peace of mind through comprehensive insurance coverage.

Supporting businesses in navigating complex financial decisions.

Guiding you through investment options that align with your financial goals.

Safeguarding your legacy and ensuring your wishes are carried out.

Optimising your financial situation while adhering to tax regulations.

Helping businesses safeguard their assets and operations through tailored insurance and planning.

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Our Values

Family-Orientated

We see each client not just as an individual, but as part of our unique family unit. Our role is to provide personalised, empathetic financial advice.

Comprehensive-Expertise

We're committed to staying ahead of market trends and regulations, guiding you effectively through the complex financial landscape.

Tailored Approach

Recognising the uniqueness of each individual's financial journey, we craft solutions that align precisely with their personal goals and circumstances.

Meet Our Team

Our team consists of industry experts, each with a wealth of knowledge and experience. We understand that your financial journey is unique, and our advisors are dedicated to guiding you through every step.

Mark Tarry
Managing Director & Independent Financial Advisor
Darcy Tarry
Office Manager
Mia Horne
Mortgage Adviser & Protection Consultant
Grace O'Malley
PA Advisor Support
Junaid Afzal
Independent Financial Advisor & Commercial Director
Lucy Matthews
PA Advisor Support
Megan Tarry
Senior Advisor Support
Jade Iles
Senior Advisor Support
Martin Harrison
Compliance Officer
Stuart Grant
Paraplanner
Connor Tarry
Independent Financial Advisor
Keith Atkinson
Accountant
David Liversidge
Independent Financial Advisor
Jessica Nelson
Mortgage Adviser & Protection Consultant
Callum Rayner
Review Administrator
Ben Fisher
Review Administrator
Sanjay Mandia
Compliance Manager
Edward Morris
Independent Financial Advisor

Testimonials

what our clients say

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The First Step to Financial Freedom

Reach out to us today and let’s collaborate to create a personalised financial plan that meets your unique needs and aspirations.

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