Hilltop Financial Planning Avis 

This was a 6-monthly call to inform me how my pension portfolio was performing. During the review, Kelly To explained that the pension portfolio performance had increased by 18.86%, which had gone beyond my expectations. My longer‑term decisions on employment and investment strategy were briefly discussed. Overall, the experience was encouraging, with good advice and things to consider for the future from Kelly.

Hilltop provided clear advice on my pension and projected pension outcomes.

The team at Hilltop were very knowledgable and provided good advice about my pension and future investment into it.
No pressure to move anhen it doesn’t make sense and while it wasn’t the right time to move my pension today they gave sound advice which gave me the info needed to know I’m on the right track.
Will return and use again if circumstances change.

Would recommend.

Excellent service from Connor today for my pension review. Called on time and he made all information clear and understandable. A credit to Hilltop.

Hilltop are always on time with phone calls. They answer any query I have promptly. I am happy with how my investments are performing.

George carried out my yearly review.Very clear about how things were progressing and any options I may wish to look into.Also helpful about potential future options too.

Connor the wealth team advisor called promptly on the agreed time. He was pleasant and polite. Connor explained everything I needed to know clearly. I was given plenty of opportunities to ask questions. Towards the end of the call Connor summarised everything we had discussed.

Annual Review with Alec.
Excellent summary of current status presented clearly.
Answered all my questions and set a 12 month plan for review again for next year.
Great financial advice and porfolio management.

Phone call on time very pleasant and helpful adviser

Always keep me up to date with my policy... Plenty of free advice

I highly recommend Hilltop based based on my experience with them, not only today but throughout the period I’ve worked with them. They helped me take control of my pension, a subject that I was very prone to kicking into the long grass, brought it to known state, consolidated it and turned into a wealth generating machine for the future. They are courteous in every interaction I have with them. Most importantly, the forecasts and projections are credible and turn out to be reliable.

Great communication, friendly but professional team. Definitely worth the time, at the very least, to have a chat about any financial planning.

To all at Hilltop who I had the pleasure to talk, thank you for all your help and advice.

Hilltop are easy to contact and stay in touch through emails and calls. I have found their financial advice fair and accurate. They answer my questions thoroughly and understand my needs.

Very clear advice. Everything covered.

I have no financial skills and no planning skills, so having Hilltop do both of these things and explain what is happening with my pension and what I need to do has been fantastic.

Hilltop Financial Planning has really excelled in maintaining my pension investments over the last two years.

No matter what questions I may have, there is always a friendly person available to explain with clarity and provide me with all the professional information I need to make the right choices for my ongoing investments which supports my personal plans for the future.

I would not hesitate to recommend Hilltop Financial Planning!

Everything was explained in simple terms and t each stage of my annual review i was asked if I had any questions regarding what was covered. The review took just over an hour as I had lots of questions that my advisor answered and explained. I feel totally confident with this company and the staff that I have been exposed to.

Excellent service from the start,been with this company 4 years always had my best interests at heart,make everything easy to understand.

Contacted Hilltop a little while ago for advice when I was approaching retirement. Helped to merge my pensions into one and the pot is growing steadily. Regular reviews to ensure my pension covers my future needs. Can highly recommend

I approached Hilltop some years ago to consolidate my pensions from various companies. Professional advice, no sales pressure with ongoing portfolio management.
Regular reviews, available at all times great advice. Highly recommended.