Hillis & Porter Financial Planning

29/06/2026

Join us for our Financial & Legacy Planning Event

Are your finances and future plans working together to protect you and the people who matter most?

On 14th July, we're hosting a free event at Cricklade Town Hall Annex where we'll discuss key aspects of financial planning, wills, trusts, and estate planning.

We'll be joined by Simon Chaplin and Andrew Brackenbury from Keep Trust Planning, who will share valuable insights into protecting your wealth and ensuring your wishes are carried out for future generations.

Cricklade Town Hall Annex
14th July
12:00pm – 1:30pm

Reserve your place today using the QR code or contact us directly.
We look forward to welcoming you.

Hillis & Porter Financial Planning 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.

SJP Approved 24/06/2026

11/10/2024

Have you got questions about the future in your mind?

‘When can I retire?’

’What will retirement look like?’

We’re looking forward to delivering our retirement planning seminar on the 23rd October 7-8pm in the Cricklade Town Hall.

To book your place please email or call using the details below or fill out the form using the
QR code.

Hillis and Porter Financial Planning 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). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner
Practice’ are marketing terms used to describe St. James’s Place representatives.

SJP Approved 10/10/2024

24/04/2024

23/04/2024

22/04/2024

Looking to expand your network? We’re part of an exciting new chapter of BNI in Swindon.

If you know anyone who wants to get their business in front of more people and represent any of the industries below, please message Abi Porter

We want to be your new marketing team!

12/03/2024

Afternoon all,

Spaces are filling up for our seminar on the 21st March!

Those local to Cricklade and the surrounding areas,
We’re hosting a no cost information session to help those in the community understand a bit more around inheritance tax, your estate and later life financial planning.
Where: Cricklade Town Hall
When: Thursday 21st March 11am-12pm
How do I register?: Drop us a call/email or pop into the office (30C High Street Cricklade)
Refreshments will be available.
Hillis and Porter Financial Planning 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.
SJP Approved 04/03/2024

05/03/2024

Those local to Cricklade and the surrounding areas,

We’re hosting a no cost information session to help those in the community understand a bit more around inheritance tax, your estate and later life financial planning.

Where: Cricklade Town Hall
When: Thursday 21st March 11am-12pm
How do I register?: Drop us a call/email or pop into the office (30C High Street Cricklade)

Refreshments will be available.

Hillis and Porter Financial Planning 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.

SJP approved 04/03/2024

02/02/2024

***Introducing... Financial Ponderings with Abi***

Welcome to my very first attempt at blogging! On a monthly basis I’ll be sharing a little more about what I do and why I do it. My primary aim however is to give some ‘de-jargonised’ commentary on current financial topics.

I’m kicking off the blog with:

“From PE to Financial Planning … why years in the classroom are paying dividends for my clients”.

Enjoy (and a quick caveat, I’m no Charles Dickens!)

Link in Bio 🔗

17/10/2023

**Testimonial Tuesday**

We’re pleased to share a snippet of one of our latest 5* reviews.