““ 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
Hillswood Independent Ltd was set up in May 2016 by myself after over 20 years in the financial services industry, over this time I worked for a number of large instituations such as Aviva, Scottish Widow, Prudential and AXA Wealth mainly in an advisory role helping both retail and corporate clients devise robust financial plans with their investments and pensions funds.
I have always put my clients best interests at the heart of everything I do which has helped me build strong relationships which are still flourishing decades later, I am now in the fortunate and exciting position to offer my clients truly independent financial advice meaning the primary focus is firmly on offering my clients the best solutions from across the whole of the market to deliver their financial plan at the most competitive price possible. The business has steadily grown mainly through personal recommendation and professional referral from local accountants and solicitors and having low overheads due to working primarily from the office I have at home I can ensure my clients get an excellent value and a highly personalised service.
Our business does not rely on selling new products, funds or platforms. We invest across the entire market utilising the latest innovative technology such as Defaqto Engage to research the best investment funds and product providers on the market. We also have the latest cash flow forecasting software which can help my clients visualise through a personal report exactly how their goals can be achieved over a given time period or how long their pension funds can last during retirement given all kinds of scenarios which of course will be closely monitord as a minimum every 12 months through our ongoing advice service to ensure that nothing is left to chance…
Your initial consultation is always without any cost to yourself at a location to suit you without any pressure to take anything further if you don’t feel we can add any value.
Please call contact us from an informal chat.