Hillis and Porter Financial Planning was founded originally in 2000 by Jim and Julie Hillis with the simple aim of simplifying but giving high quality advice, putting clients needs and wishes at the centre of everything we do.

Our core values:

Caring

We love what we do because we really care for our clients. There is nothing more rewarding than helping clients achieve their aspirations to provide them with peace of mind.

Simple 

Finance can be a complicated jargon filled world sometimes. We aim to demystify the complex and keep advice and planning simple and digestible for our clients. 

Expert

As a family Practice, we have more than 80 years’ experience in the financial services industry. By focussing on a strategic plan that helps clients, and their families, focus on with what’s important to them. We help them get the crucial decisions right and restore calm to their lives. We are a Senior Partner Practice with the added security that comes from being backed by St. James's Place, a leading wealth management company that guarantees our advice.

Accountable

We recognise the trust our clients place in us and we all take our responsibilities seriously - that’s why we’re here. We always do what we say. Our clients come first, so we are all driven by the opportunity to be at the centre of making a tangible difference to their lives.