Hillside Financial Planning

We provide holistic financial planning to clients, helping them to achieve their individual financial aspirations. Our approach is built on a foundation of strong family values, integrity and trusted meaningful, long-term client relationships. We offer a face-to-face advisory service that aims to create bespoke planning strategies tailored to reflect your individual circumstances. Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. We pride ourselves on helping individuals who may have very different resources and find themselves at various life stages to achieve a successful strategy for their personal financial affairs. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. The provision of high-quality advice, bespoke to each individual, allows our clients to concentrate more of their time on enjoying life. Hillside Financial Planning has chosen to be an appointed representative of St. James’s Place Wealth Management as it is a FTSE 100 business and one of the UK’s leading wealth management organisations whose stability and breadth of resources has improved our ability to excel in providing financial planning, wealth management and client services. Hillside Financial Planning Ltd is an appointed representative of and represents only St. James's Place wealth management plc (which is authorised and regulated by the financial conduct authority). SJP Approved 24/3/2023