As Founder and Director of David Hill Wealth Management Limited I am responsible for providing wealth management advice to clients. With over 30 years’ experience working with clients I help to ensure that their financial goals become a reality.
In 2016 I was awarded the prestigious Chartered Financial Planner title by the Chartered Insurance Institute (CII). Chartered status is an exclusive title only awarded to individuals that meet rigorous criteria relating to professionalism and capability. I am also proud to have attained Fellowship of the Personal Finance Society, the highest qualification awarded by the CII.
As a full Member of the Society of Later Life Advisers (SOLLA) I am a care fees specialist dealing with older people's financial matters, following a strict code of conduct. David Hill Wealth Management is a Partner Practice of St. James's Place Wealth Management, which means that not only do you receive local, friendly, experienced and very qualified advice from David Hill Wealth Management, but you also benefit from the support of a FTSE-100 company to help you manage your financial affairs effectively.
This is an area of advice that I am passionate about. I combine my experience with compassion to help elderly clients and their families find reassurance during a confusing and difficult time in their lives. Together we are able to explore all of the options and their consequences before making any decisions, providing peace of mind when it is needed most.
No one given a choice would opt to spend all the assets built up over a lifetime on care fees so getting the right advice at the right time can make all the difference in protecting your wealth and safeguarding the future provision of care funding.
Our initial consultation is without obligation so why not use that time to find out a little more about the options available. I look forward to meeting you.