We believe that people should be fully informed on what they can do with their estate, their investments and their savings, in order to achieve the best results. Legislation is constantly changing and this makes it difficult to keep on top of new rules and planning opportunities. This is why we started our award-winning Free Public Education Seminars more than 15 years ago for both members of the public and professionals.
Our seminars are renowned for their clarity, focus and honesty. Each of our seminars run for approximately two hours, with a question and answer session in the second half. There are typically between 15 and 75 people at each seminar, so you will be in the company of like-minded people who have similar issues and concerns.
The seminars are completely FREE and we do not try to sell you anything - that's not how we work. Just come along and see what you can learn.
During the Will & Estate Planning Seminar you will discover how recent changes in the law have affected your Will and potential Inheritance Tax liabilities. You will discover that through careful planning, you are still able to increase your assets and reduce your Inheritance Tax liabilities. We want to help you ensure that your spouse, children, grandchildren and any other beneficiaries of your estate benefit from your hard work rather than the Chancellor of the Exchequer or any unwanted third party.
You will learn:
The Investment Seminar focuses on the importance of having a strategy for your investments. Sadly the majority of people have little or no investment strategy and most take advice from newspapers, or financial advisors who are paid a sales "commission". We believe that you can always improve your savings and investments- all you need is sensible unbiased advice.
You will learn:
During our Pensions seminar you will discover how pensions legislation has changed over the years and how it has affected you. We want to be able to help you ensure that you get the very best from your pensions, so that you can have the retirement that you deserve.
You will learn:
Excellent service, incredibly helpful, lovely people to deal with both in person and over the phone, would highly recommend.
We have complete trust in the service provided which is our priority when our life savings are involved.
I am very pleased with Hills Financial Planning services and recommend them to anyone for peace of mind in financial matters.
I am very happy with the services I have received; the advice and attention we have been given are particularly impressive when compared to our previous experiences with financial advisers. on more than one occasion I have sung the praises of Hills Financial Planning to friends and relatives.
We cannot rate too highly the help advice and availability in dealing with our affairs.
Being more over cautious with finances than my husband, I found David and his team had a great ability to put us both at ease and treated our concerns equally. They inspired confidence and trust for both of us.
David Hill is one of a small group of Chartered Financial Planners in N Ireland and is excellent at his job. We were previously with a Financial Planner who reviewed markets annually causing us unnecessary financial loss. David keeps ahead of the game and has steered us towards some very good investments.
A great efficient and friendly team. I wouldnt hesitate to recommend you to anyone.
since coming to you in 2009 we were relieved to have all the financial paperwork managed for us and now I am on my own I know we made the right decision.
The hands-on service provided and the return, year on year, is commendable especially during the recent economic downturn. We recommend you with utmost confidence.
In a world of automated answering machines and push buttons it is welcome to be able to talk to someone who knows me and treats me as an individual and subsequently provides the excellent service I receive.
David Hill provided, and continues to do so, a first rate professional service. Dealing with complex financial matters, he uses a number of illustrative methods during meetings to explain plans and what is happening to our savings in what is a very fluid economic climate. We have been particularly impressed with his communication and in particular the regular updates which are concise and very informative.
I have been using Hills Insurance Services for financial advice for just over 2 years and can say without doubt it is the best advice and service I have received over the past 30 years on investments and pensions. I would recommend David and his team to anyone looking not only for good advice but very excellent service
We have been highly satisfied with the personal care and attention our finances have received from David and his team. We really like the fact that he is independent and works for a fee, so you know what you are getting up front. That kind of financial honesty is hard to come by.
Having dealt with Hills Financial Planning for some years now, I have always felt they have treated me with respect and explained details of my transactions in full. The knowledgeable staff are always friendly, kind and willing to answer any of my queries.
I've been a client of David's for several years and have been very happy with the service I've received. Advice has always been timely, easy to understand and appropriate to my circumstances. David and his colleagues always seem to have time to respond promptly to any queries I send them, often outside business hours.
We very much appreciate all the time you have spent with us in helping us plan for retirement. Your personal interest, thorough approach, patient manner and extensive knowledge have been so helpful and reassuring in enabling us to find a way through the maze of bewildering options before us. We have also appreciated the regular updates on matters affecting our financial situation.
Hills Financial Planning are doing an excellent job with the reallocating of funds when necessary and they have a conservative investment approach to suit our retirement needs which has been proven over time to stay profitable without any headaches along the way.
Hills services have been professional, friendly, caring, and helpful, inspiring confidence and trust. What more could one ask?
Your help and advice over the last 10 years has been invaluable and I have no hesitation in recommending your services to others.
We have found David to be very capable in the area of financial planning and investment management, and will continue to seek his counsel on such matters. His attention to detail and the specific needs of his clients is to be commended, as is the excellent service provided by his team.
Honesty and integrity at foremost with clients best interests and confidentiality as a priority.
Were very happy with the services we get from David. We feel were in good hands.
Just let Hills Financial Planning do all the worrying about your finances.
Less stress, more financial assurance.
We entrusted our financial affairs to David when he took over the business from his father and have come to rely on his advice and guidence which is always given in a friendly, precise and easy to understand manner. His staff are always both efficient and helpful.
David has given us sound professional financial advice and helped to create a portfolio that will meet our needs in the future. He uses excellent visualisation tools to show how income and expenditure are likely to flow over time given reasonable assumptions. This allows us to have confidence in our retirement plans.
As an investor i receive quick and friendly advice in the office, over the phone and by email. This gives me peace of mind at a time when our economical climate is continually changing
A good professional service with a very personal touch.
Hills provide a personal and tailored service to your needs. Very approachable staff who go out of their way to help you.
I feel that my investments are very much tailored to meet my individual needs and that my money is in safe hands. Everything is explained in a clear manner and i always feel confident that they make the right decisions for me. There is a real family atmosphere and friendly staff.
Hills Financial Planning deal with my financial situation in a clear, precise, professional manner and regularly contact me regarding any reviews and updates of my portfolio. All members of HFP staff provide a professional, honest service and I feel confident that my financial portfolio is being dealt with in an honest, safe manner.
Although a small player in a large field, I never was made to feel inferior, or that my business was of no importance.
Very professional service, up to date service gives us confidence in your handling of our finances.
The Hills are alive with the sound of excellent financial advice.
Fast, professional, accurate, friendly advice from a homely feeling business.