Hillis & Porter Financial Planning

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.

18/09/2023

Ask yourself one question today…

‘If you were unable to work what would happen to your income?’

Could you sustain your lifestyle? 🤔
How long for? 🤔
Could you pay your mortgage or rent? 🤔
What impact might this have on your loved ones? 🤔

01/09/2023

It’s no secret that financial wellbeing and mental health are linked 🧠

Champion health analysed anonymous data of over 4,000 employees, across a range of demographics and sectors.

Their financial wellbeing statistics discovered that:

1. Financial pressure is the top cause of stress outside of work (37%)

2. Employees aged 25-34 are the most affected age group (45% cite finances as a cause of stress)

3. Female employees are 33% more likely to experience financial stress than their male colleagues

4. Those experiencing financial stress are twice as likely to experience suicidal thoughts

5. 1 in 5 employees say financial stress impacts their productivity


https://lnkd.in/ehZbhRff

We offer free financial wellbeing sessions that can be tailored to your business needs.

24/03/2023

What’s is the role of a financial planner?

✌️