Ollie Hill
Financial Planner BA (Hons), DipPFS in Shrewsbury
A little bit about Ollie
I am based in Shrewsbury, Shropshire and have clients nation-wide. I truly value making a difference to client's lives through specialist and tailored financial planning and advice. My main focus is on education and understanding, empowering clients to recognise their goals and objectives while equipping them with the necessary steps to achieve financial clarity and peace of mind.
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For advice on starting the new tax year or reaching your long-term financial goals, get in touch.
Contact me today
Could you be more financially savvy this tax year?
March, and spring more generally, is often a time for fresh starts. And now your tax allowances are getting one too. The new tax year begins on 6 April, giving you time to plan how you’ll use all those new allowances to your advantage.
Take your ISA allowance. It can be tempting to leave it until the last minute to use it up. But, if you’re able to pay into it at the beginning of the year, you’re potentially getting a whole extra 12 months of time for your savings to grow.
A review right at the start of the tax year, or just before it, can also help us spot if there are any tax incentives you could use throughout the year.
You might be surprised just how many people don’t do this - and miss out on money that’s rightfully theirs. These tax incentives can be things like increasing your pension contributions or charitable giving to help offset your income tax.
I can also draw up a cashflow model to bring this to life. The model allows us to explore and compare different strategies and scenarios, so you can see the difference it will make to your long-term finances and goals.
If you want to find out more about the savvy financial strategies I could help you with this tax year, feel free to get in touch.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
Tax Planning is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 26 November 2024.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Deals
Fixed rate deals, discounted, variable and flexible, capped and/or collared.
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Award in Long Term Care Insurance
- Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
You can read more client reviews on Vouchedfor.
Andrey
Extremely helpful professional advice delivered with complete honesty; polite and professional manner.
Niall
Talked about retirement options and future financial decisions. Ollie was very helpful and gave good advice which I will take on as I move forward.
Wendy
I had a Teams call with Ollie, he was very professional and had specific NHS Pension knowledge which is what I was looking for. He asked me how he could help/advise me and went step by step through my total rewards statement and explained each stage, which has helped me enormously to make a decision regarding my pension plans within the NHS - thanks again Ollie. Would have no hesitation in recommending.
Keith
Ollie was fantastic throughout all stages of the investment. He offered a valuable insight regarding the options and made everything clear for my wife and I to make the right decision.
Ollie Hill's location
Ollie is located in Shrewsbury and offers expert financial advice to suit your needs.
I pride myself in helping individuals, families, and business owners achieve their dreams and ambitions through goals-based and holistic financial planning. I take pride in being with my clients on their financial planning journey, from protection needs to planning for retirement and beyond. I place emphasis on building and maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. With my expertise and dedication, clients can trust that they are in good hands and can make steps to achieving financial success. Outside of financial advice, I enjoy going to watch my team play football and long walks with my black Labrador in the Shropshire countryside.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.