FinancialTalk

Trevor Hill

Focusing upon quality, integrity and excellence, my aim is to give you financial peace of mind. Over the years I have developed a wealth of experience in providing specialist advice to clients in a wide range of important areas. I specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.

About

My ethos has always been to put my clients firmly at the heart of the business. I believe Financial Planning is an on-going journey and building strong, trusted relationships is part of that process. No two clients are the same and therefore I ensure I understand your personal and financial objectives and deliver bespoke solutions which are right for you.

Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy* planning.

With today’s hectic lifestyles fewer people have the time or the understanding to manage their financial affairs effectively, which is hardly surprising considering the financial world we now live in is both complex and fast changing. Consequently, at one time or another, most of us need to seek sound professional advice.

With over 33 years wealth management experience, I provide a range of Financial Services advice to individual clients including Workplace Pensions including Auto-Enrolment, Self-Invested Pension Plans and retirement planning analysis. Also, I am a fully qualified investment specialist to tailor-make portfolios to suit clients plans and risk profiles.

I also provide investment and estate planning advice to all clients, including Mortgage and Protection reviews.

I continue to deal with a significant amount of investment and retirement planning, including income drawdown and estate planning. I’m qualified to advise clients in relation to all the changes to pension flexibility and access following the legislation change in 2015 and tailor-making retirement planning to client's specific requirements and including tax-efficiency.

*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.
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Lucy Dickinson

PSS

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 16/12/2022

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Financial Talk is a trading name of T.Hill Associates Ltd. T.Hill Associates Ltd is registered in England and Wales, Number 04848594. Registered Office: Lindrick House, 205 Outgang Lane, Dinnington, Sheffield, S25 3QY.