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Financial Advice

Financial Advisers in Weston-super-Mare

Hillmans Chartered Accountant has a trusted, long term partnership with a local firm of Financial Advisers in Weston-super-Mare.

As Chartered Accountants we focus our services and advice on accounting, business and tax. However, a qualified financial adviser can advise you on the following:

Annuities: An annuity is the product you can trade your pension in for when you come to retirement. This will give you a regular income for life. 

Financial planning: This involves developing strategies to help you manage your financial affairs and meet your life goals. 

Investments: A financial adviser can advise where to put your money, this can include financial schemes, shares, property, or a commercial venture, always with the expectation of achieving a profit.

Mortgages and equity release: Possibly one of life's largest transactions, so professional advice here when buying a property is essential. 

Protection insurance: Life insurance, critical illness, and income protection can all be complex products, with many exclusions. Financial advisers can tailor a policy to your specific requirements. 

Pensions and pension transfers: Saving for retirement is essential, but pensions can be very complex, especially for those who want to transfer an existing pension. An independent financial adviser (IFA) can offer professional assistance planning for your future. 

If you would like to speak to a Financial Adviser please do not hesitate to get in touch, and we will be happy to arrange for an adviser to contact you.
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