With over forty years in the industry Jim Hillis started the Practice in 2000 with the simple aim of providing high quality advice to his clients and their families putting their needs and wishes at the forefront. As the Practice has grown that simple aim remains the same today.

In 2003 Julie, Jim’s wife joined the business as Practice Manager. Armed with thirty five years experience in financial services Julie is passionate about exceptional client service, ensuring that those we work with are fully informed throughout their financial planning journeys.

The business continued to achieve steady organic growth for many years through client referrals, echoing Jim’s aim of clients being at the centre of everything we do.

In 2021 the business grew with the family theme remaining. Abi one of Jim and Julie’s four daughters joined the Practice to become a financial adviser after a successful teaching career in the UK and overseas. Now a qualified financial planner Abi is working towards achieving chartered status.

As the business continues to grow our aim of keeping advice simple with clients at the forefront remains now and for years to come.

“Our Family looking after your Family”