Hawkeye Financial Ltd
HF
Financial Advisors
Hawkeye Financial Ltd
Suite A, Swindon SN1 3BU
# Hawkeye Financial Ltd
Hawkeye Financial is an independent financial advisory firm based in Swindon, Wiltshire, with over 30 years of industry experience. They specialise in providing impartial, expert guidance across mortgages, pension planning, investments, protection insurance and estate planning to clients throughout the South West.
The firm serves individuals seeking comprehensive financial planning, from first-time homebuyers navigating mortgages to established professionals optimising pensions and investments. They also assist older homeowners with equity release solutions, demonstrated by their membership of the Equity Release Council. Their client base spans Wiltshire and Norfolk, reflecting their regional reputation and accessibility.
What distinguishes Hawkeye Financial is their commitment to transparent, unvarnished advice rather than optimistic projections. Client testimonials consistently praise their honesty about market fluctuations and risk factors, with one client specifically commending their "warts and all" approach. Lead adviser Phillip Kerley has built strong credentials, with glowing reviews highlighting his professionalism, efficiency and trustworthiness. The firm emphasises a personal touch—guiding clients "from start to finish" rather than leaving them to navigate complex processes independently.
Their independence means they can recommend products across the entire market, unrestricted by product provider relationships. Services encompass mortgages, life and critical illness insurance, private medical insurance, pensions, investments, equity release, wills and lasting power of attorney. This breadth, combined with their decades-long track record and client-focused methodology, positions them as a reliable partner for serious financial planning.
Hawkeye Financial is an independent financial advisory firm based in Swindon, Wiltshire, with over 30 years of industry experience. They specialise in providing impartial, expert guidance across mortgages, pension planning, investments, protection insurance and estate planning to clients throughout the South West.
The firm serves individuals seeking comprehensive financial planning, from first-time homebuyers navigating mortgages to established professionals optimising pensions and investments. They also assist older homeowners with equity release solutions, demonstrated by their membership of the Equity Release Council. Their client base spans Wiltshire and Norfolk, reflecting their regional reputation and accessibility.
What distinguishes Hawkeye Financial is their commitment to transparent, unvarnished advice rather than optimistic projections. Client testimonials consistently praise their honesty about market fluctuations and risk factors, with one client specifically commending their "warts and all" approach. Lead adviser Phillip Kerley has built strong credentials, with glowing reviews highlighting his professionalism, efficiency and trustworthiness. The firm emphasises a personal touch—guiding clients "from start to finish" rather than leaving them to navigate complex processes independently.
Their independence means they can recommend products across the entire market, unrestricted by product provider relationships. Services encompass mortgages, life and critical illness insurance, private medical insurance, pensions, investments, equity release, wills and lasting power of attorney. This breadth, combined with their decades-long track record and client-focused methodology, positions them as a reliable partner for serious financial planning.
Services offered
MortgagesPension planningInvestment adviceLife insuranceCritical illness insurancePrivate medical insuranceEquity releaseWills and lasting power of attorney