Hillswood Independent Ltd

Independent Financial Adviser 7 Hillswood Drive, Endon, Stoke-on-Trent, Staffordshire, ST9 9BL
First meeting at adviser's own cost
Response rating
9.6/10
FCA verified
17th December 2018
We offer bespoke professional advice without obligation to do business and are truly independent whilst being competitive on fees.
We can advise you on
    • 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
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Jason Gregory
Independent Financial Adviser
What our clients say
“Great professional service. Very professional, work carried out to a very high standard. would definitely recommend to others.”
Neel, Endon
“The advice we have received from Jason has been excellent and we have always found him to be very professional, approachable and easy to talk to.”
Mike and Pat, Sandbach
Where to find us

7 Hillswood Drive, Endon, Stoke-on-Trent, Staffordshire, ST9 9BL

Contact us
About 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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Hillswood Independent is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority under firm reference number 197107.

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