Hereford Pension & Investment & Mortgage Centre

Our Vision

Herefordshire Pension Investment & Mortgage Centre (HPIMC) is a renowned financial planning firm based in Hereford, serving individual and business clients across Herefordshire and beyond. Established on a foundation of integrity and expertise, we have over 100 years of collective experience guiding clients towards financial security and success.

Our Expertise

We offer a comprehensive range of services to meet your diverse financial needs. These include:

Pensions & Retirement Planning

• Guiding you through the complexities of retirement planning and optimizing your pension benefits.
• Developing tailored strategies to secure a comfortable and fulfilling retirement.
• Addressing your unique needs and risk tolerance to maximize your potential returns.

Savings & Investments

• Collaborating with you to define your financial goals and investment objectives.
• Identifying and implementing investment solutions that align with your financial aspirations.
• Providing comprehensive guidance on tax-efficient savings and wealth management.

Sustainable & Ethical Investments

• Investing responsibly by prioritizing sustainability, environmental responsibility, and ethical practices.
• Empowering you to make informed investment choices that align with your values and aspirations.

Mortgages

• Guiding you through the process of securing a mortgage that perfectly fits your needs and budget.
• Exploring various options and securing competitive rates to ensure affordability and financial stability.

Wills & Last Power of Attorney

• Guaranteeing the security of your legacy by creating robust legal documents.
• Ensuring your wishes are respected and your assets are protected in the event of incapacity or death.

Family Protection & Life Insurance

• Comprehensive planning to safeguard your family's financial wellbeing.
• Identifying appropriate life insurance solutions to provide security and peace of mind for your loved ones.

Our Commitment

At HPIMC, we believe financial planning should be accessible, transparent, and collaborative. We take the time to understand your unique needs, aspirations, and concerns. Our dedicated team of experienced advisors will work with you every step of the way to create a tailored financial plan that is designed to meet your individual goals and circumstances.

Get Started Today

Schedule a complimentary introductory meeting with us and take the first step towards securing your financial future. We look forward to guiding you on your journey to financial clarity and success.