Hilltop Financial Planning Arvostelua 1 558

Advisor very helpful, approachable & thorough

Taken through the review process patiently with each step explained slowly and clearly and various options suggested and investigated and all pros and cons explained.

George did a good job at explaining everything and followed up promptly on a couple of queries

Was guided through step by step making it easy to understand how my finances were doing

Ive been with Hilltop Finance a few years now.....what can I say....absolutely amazing company to trust with your pension.....always professional, knowledgeable and ready to lend a hand. I have been surprised at how well my pension is doing, especially in today's climate. I would 💯% recommend. Thank you

Very happy with the first year of changing to Hilltop. Everything is explained in plain words and can see my pension is being well looked after.

Kelly To immediately put my mind at ease with her warm, friendly manner and clear, easy-to-understand explanations. She was very patient throughout our conversation and never minded me asking questions at any point, taking the time to answer everything thoroughly and with real experience behind her responses. I came away feeling confident and reassured that I’m in the right place with Hilltop for my pension.
I’d also like to mention Noah, who stayed consistently in touch and was always polite, patient, and professional when arranging appointments. Even when I wasn’t in a position to engage, he remained understanding and respectful throughout, which I really appreciate.

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.