Hillswood Independent Ltd
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Long term care
- Long term care
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
7 Hillswood Drive, Endon, Stoke-on-Trent, Staffordshire, ST9 9BL
Contact us
I have over 20 years experience in helping clients achieve their financial goals, specialising in wealth management and retirement planning. My aim is to build a local and loyal client base I can work alongside through to retirement giving a highly bespoke professional service, delivered in a friendly and approachable way.
Based in Endon, Stoke on Trent it is the culmination of a long held dream of mine to be able to provide high quality, independent advice in an ethical and engaging way.
Working alongside solicitors and accountants helps give us a vast breadth of knowledge to ensure our clients get the best possible outcomes and not being tied to any product provider we can ensure you get the best solutions available in the marketplace today.
Investment and pension planning can be a complicated and confusing area for many individuals and I try to cut through the jargon ensuring my clients thoroughly understand why and how I can help them achieve their financial goals whilst minimising risk.
Retirement Planning - Advice on existing and new pension schemes with thorough research and analysis using the latest cash flow forecasting techniques to ensure your retirement plans are in safe hands. Being a qualified pension transfer specialist I can advise on both final salary and money purchase type pension arrangements.
Wealth Management - Bespoke investment solutions to enable my clients get the best returns possible on their hard earned money. We can benchmark your existing investments performance and charges to get the best possible outcome for your savings.
Other services include Protection, Corporate, Long Term Care and Inheritance Tax Planning.
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