Tax-Efficient-Investment Advice

The best time to start investing was yesterday. The second best time? Today. Get tailored and personal advice on the most suitable tax-efficient investment for you. Everyone is different so our investment assessment service reflects this, whether that be cash or stocks & shares ISAs.

Important information: Our website offers information about investing and saving, but not personal advice. If you’re not sure which services are right for you, please request advice from Hilltop’s financial advisers. Remember that investments can go up and down in value, so you could get back less than you put in.
Our investment Service

What does our ISA assessment service cover?

Our ISA assessment will give you a thorough understanding of how your current investments are performing, find out your individual circumstances and investigate if there are more suitable products for you on the market.

Investment Performance
If your current ISA is valued over £20,000, our advisers will check the type of your current ISA investment, it’s growth rate, risk level and compare across the market. They will make expert recommendations that could add value quickly to your savings.
ISA Advice
If you have £20,000 to invest and currently have not invested in an ISA this year, our team can carry out a full attitude to financial risk check and scour across the market to advise you on the most suitable investment for your money. Depending on our professional assessment, this could be a stocks and shares ISA, cash ISA or a lifetime ISA product.
Whole Market Check
We’re independent and not tied to any provider, so can search across the market to find the most suitable ISA product for your needs.
FCA Regulated

Hilltop Financial Planning is a trading style of Hilltop Finance Limited. Hilltop Finance is authorised and regulated by the Financial Conduct Authority under number 787803.

Safe & Secure

Your data is safe with us! We use above industry security protocols and secure platforms to ensure that your data is safe.

Looking After You

Your experience is very important to us - we offer 100% unbiased, bespoke and compliant advice.

What is an Individual Savings Account?

An ISA (Individual Savings Account) is one of the most popular forms of savings account within the UK. During the 2017-2018 tax year, over 10.8 million people had invested money within an ISA whether that be a cash ISA, stocks and shares ISA or a help-to-buy product.

But, with so many different ISA products and providers available, it can be difficult to understand what you’re invested in and whether your investments are performing compared to the market.

Capital at risk, the value of investments can go down as well as up, so you could get back less than you invest.

Expert advice in three simple steps

We’re committed to going the extra mile, holding your needs and requirements at the centre of our trusted advice. Everybody is different, and the financial advice we deliver reflects that. Our professional advice is always relevant, personalised and tailored to you.

Get in touch
Give us a call on 0161 413 7051 or let us know when you’d like us to call back. A friendly advisor will discuss your enquiry to get a better understanding of your situation.
Analyse and report
As soon as you give us authority to work on your behalf, our team will get started analysing your (investments or insurance needs) to produce an in-depth report and assess against the market.
The choice is yours
Your financial adviser will deliver their assessment and ensure you fully understand the advice given. Now you will be able to make informed decisions.
Talk to us

Pop the kettle on and give us a call

Even after you’ve done your research, you’ll probably still have some questions. Why not give one of our friendly team a call and explore whether financial planning advice might be right for you.

Call now on 0161 413 7051
We’re open:
Mon to Thurs 9am – 5pm and Fridays 9am – 4pm

Hi there!

We just need to take a few more details to understand what we can help you with and when is convenient for us to call you back. Gives you a chance to pop the kettle on ☕

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What would you like our expert advice on?

Pensions

Investments

Insurance

pension advice

Other

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Is there any advice in particular?

Review

Pension drawdown

Drawdown

Pension consolidation

Consolidation

Pension performance

Transfers

Not Sure

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Finally, just pop your details here and we’ll be in touch