Hillcrest Financial Management

Independent Financial Adviser  Foss House, York, YO31 9BR
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FCA authorised
Last authorised 20th September 2021
We offer a comprehensive and bespoke advice service with nearly 200 years of combined experience. Free parking front and rear.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
MR Alexander John McKay ( BA Hons, DipFA, CeFA, Ce-MAP, MIFS )
Independent Financial Adviser
MR Anthony Dukes DipFA CeMap
Independent Financial Adviser
MR Colin Burton Cert PFS Ce-Map
Paraplanner
MR Peter Ford Dip PFS Cert CII (MP & ER)
Independent Financial Adviser
MR Donald William Horsfield DipProf.Financial Advice
Independent Financial Adviser
MR Michael Croft Cert PFS Ce- Map (RER)
Customer Relationship Manager
MR Nigel Ashton Dip PFS cERT CII (MP & ER)
Independent Financial Adviser
MR John McKay Dip PFS Cert CII (MP)
Independent Financial Adviser
About us

We offer fully independent, professional and unbiased advice on a wide range of financial products. Our services are best suited to individuals and small to medium sized companies. We can arrange to see you in the comfort of your own home at a mutually convenient time or at your place of work or our office in York.

Our services

We listen carefully to our clients and we work together to help them to achieve their financial goals. We guide our clients through the advice process and explain each stage in plain English.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Foss House, 271 Huntington Road, York, YO31 9BR

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