What’s the best way to enjoy what life has to offer tomorrow? By getting your house in order today.
Securing the best mortgage or insurance policy for the right price is a huge challenge.
Alone, it can be a stressful, time-consuming experience that ends up costing more than it should.
With our support, you’ll receive a mortgage or insurance product that fits the bill (and budget) perfectly with a process that feels like a walk in the park.
From matching your “must haves” with potential products to securing the best deals for our client’s specific needs and circumstances via our exclusive network of lenders, we do all the legwork so you can skip straight to your happy ending.
Start living your dream tomorrow by getting it all sorted today.
How can we make your life easier?
Transparency, clarity and fantastic value – offering you invaluable support and service so you can enjoy the best results.
Mortgages made easy
Whether you’re a first-time buyer or a seasoned home-mover, find the perfect mortgage for you (and your bank balance).
Insurance to be sure of
Protect yourself and the life you love for less and discover how securing comprehensive cover needn’t be a hassle
A Jargon-free zone
Make better financial decisions by swapping out complicated jargon for accessible language in layman’s terms.
Expert, impartial advice
We’re on nobody’s team but yours and every bit of insider know-how, every red-hot deal, and every answered question* phone call will prove it.
What our clients say
Mary Walker
2024-03-28
We started to think about buying our first house and to be honest didn’t have a clue!
Mum and Dad were full of
Advice but the world has changed since they bought their house in 2002!
Mum did however introduce us to Helena and Millie.
What we got from Helena was the advice and care of a parent with the professionalism of a current broker.
They held our hands through the process, they communicated in a way we are comfortable with (Whatssapp haha) and were happy to explain everything as we went along.
They saved us time, money, stress and provided the one stop shop we needed when buying our first house, whilst working and planning a wedding.
We can’t recommend them enough. Thank you Helena and Millie we got the keys in December and can’t wait to move in and start life in our first home
Niamh and Casey
Kevin Hall
2024-03-01
Helena and Millie have recently taken care of our will’s, knowing absolutely nothing about the process of what we needed to do it was explained in a way straight forward to understand and everything we needed to include plus lots more now in place, the advice and knowledge is nothing but first class and we would highly recommend…. After reading a few articles of late over the importance of a will it takes that extra stress out of the financial and legal burden left for others to deal with, we can’t recommend sorting a will out with Helena enough, thankyou
Richard Cantrell-Coles
2024-01-14
We can’t thank Helena and Millie enough for the 5* service we received from them. We went to HD Financial Services due to the amount of positive reviews we have heard about them, to help us write our wills and talk through options about life insurance policies which we took out through them at very competitive prices. Throughout all of the process of these documents being finalised, we were kept informed through all stages and contacted several times to check we were happy with the quotes, final details etc.
I can highly recommend Helena & Millie for their knowledge, professionalism, approachability, competitive prices & how welcoming they were, and would definitely be using them again in the future.
Emma Cairns-Smith
2023-11-10
Helena and Millie have been absolutely amazing all the way sorting things for myself and daughter. They both took the pressure off with all they have done for us . Helena was straight the point and honest with what I was looking for she made the whole process straight forward and kept me informed with everything.
Millie was amazing sorting all the policies for me and looking around to ensure they included everything I needed.
Both amazing ladies . Highly recommend.
Thank you again for everything you have both done for us.
Emma and Poppy. 😊😊😊😊😊
james edwards
2023-10-31
Excellent service, very friendly staff. Helped me every step of the way purchasing my first house. Would highly recommend
Sue Leeson
2023-08-07
Top marks for Helena Davies financial services for sorting out our new wills with trusts attached. We were unsure of what we wanted but Helena sorted us out with expertise. Helena and Millie were only too pleased to help with any query that we had throughout the process. We can rest assured now that we have what we wanted in place for when the time comes. Many thanks from Sue and Ray Leeson.
Colin Bracken
2023-06-13
I cannot recommend Helena Davies Financial Services Ltd enough, they made the process of remortgaging my house so much easier and stress free. I found Helena and Millie very friendly, knowledgeable, efficient with very responsive communication and so helpful with the whole process from start to finish. I will definitely be using them again without a doubt and recommend you do.
Giuseppina Humphreys
2023-05-13
If you want a dedicated team to ensure your mortgage is seem less from start to finish then Helena and Millie are who you need to arrange your mortgage/remortgage/additional loan or your will. They looked after us like it was their own mortgage and no question was too small when it came to needing their help and support. They really do look after the heart of your home! Thanks ladies
Logic Resourcing
2023-05-10
My business partner and I used HD Financial Services for our Life Insurance Policies. From start to finish, Helena made the entire process super easy and was only a phone call away if we had any questions. If you're looking for a friendly and profession service from a company that genuinely cares, then I wouldn't hesitate to recommend Helena Davies Financial Services.
James Singleton
2023-02-20
Helena and Millie provided an excellent service and couldn't do enough for us. They worked hard to secure us our mortgage, making sure that any questions or concerns we had were resolved quickly. We looking forward to using their services again and highly recommend HD Financial Services.