• FINANCIAL SOLUTIONS
    FOR YOUR FUTURE

  • Hillswood

WELCOME TO HILLSWOOD INDEPENDENT LTD.


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.

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.

“Its not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for.”

Robert Kyosaki on why people benefit from professional financial advice
Wealth Management

Wealth Management

We all want to make our money work as hard as it possibly can.We can review your savings and investments, and tell you how to make more from them.

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Retirement Planning

Retirement Planning

The way we spend our time defines who we are and what we value and our retirement dreams will undoubtedly require additional income.

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Inheritance Tax Planning

Inheritance Tax Planning

Careful planning takes time however but the good news is that speaking with an expert can pay dividends and keep your hard earned assets away from the state.

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Protection For Loved Ones

Protection For Loved Ones

Protecting your loved ones in the event of death or accident can help ease the burden if the unthinkable happens.


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Corporate Advice

Corporate
Advice

We can help ease that burden supporting your business with workplace pension, shareholder protection and succession planning.

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Retirement Planning

It’s a legal requirement for all gas engineers to be registered. This shows our qualifications and ensures we’re safe to service professionally your gas central heating system and boiler.

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Long Term Care Planning

Landlords’ gas safety inspections and certificates (CP12) provided. Carbon monoxide (CO) detectors. Low cost, on-call services for tenants, landlords and their agents. Agency contracts available.

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Wealth Management

Real Boiler Servicing and Maintenance are heating engineers providing annual services and repairs to fix broken boilers. Rapid response to emergency callouts and helpful service to keep you warm.

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Corporate Advice

Control the heating from your smart phone. Always return to a warm home without wasting energy by heating an empty house. Accredited installers of leading brands Honeywell and Nest.

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UK Personal Finance News

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