With 37 years in the financial services industry, I specialize in helping individuals achieve their financial goals. My expertise in investment planning, risk assessment, and market strategy ensures tailored solutions for each client. By navigating market fluctuations, I structure balanced portfolios that align with long-term objectives.
CONNECT WITH JEFFREYOngoing guidance is essential to achieving your financial goals and securing your future. Financial planning is a continuous process that adapts to changing circumstances, market dynamics, and personal aspirations. I work closely with my clients to provide tailored financial strategies, ensuring they remain on track and make well-informed decisions with confidence. Through regular reviews and proactive adjustments, I help clients navigate uncertainties and seize new opportunities. Whether planning for retirement, growing investments, or preserving wealth, my expert advice ensures long-term financial stability and peace of mind.
SATISFIED CLIENTS
Years Of Experience
LICENSES
SUCCESSFUL INVESTMENTS
Ongoing advice is key to reaching your goals and securing your financial future. I work closely with my clients to provide personalised financial services that will help them build plans, stay on track and provide them with peace of mind.
Saving for family and education requires a long-term approach and I can help you develop a customized plan that reflects your unique circumstances and priorities.
Read MoreInvesting in the stock market is a time-tested way to grow wealth, but it’s not without risk. To maximize returns and reduce risk, it’s essential to have a diversified investment portfolio managed by a professional.
Read MoreRetirement should be a time of relaxation, when you get to put your feet up and enjoy the fruits of your labor. However, it can also be a time of financial uncertainty. To ensure a stress-free retirement, it’s essential to start planning early and invest wisely.
Read MoreIf you’re a homeowner aged 55 or over, equity release can help you access money tied up in your property. You can use this money to provide you with a lump sum, an income, or a combination of the two.
Read MoreI'm specialized in tax-efficient investments for many years and enjoy an excellent relationship with product promoters.
Read MoreI'm able to sensitively support any financial issues that arise during the divorce process to assist the smooth division of assets.
Read MoreJun 28, 2006
Apr 8, 1998
Oct 1, 2018
Jan 3, 2008
Jun 30, 2006
Oct 1, 2000
Oct 1, 1999
Jul 20, 2005
(CRD# 43303)
2000 – 2001
(CRD# 32691)
2001 – 2003
(CRD# 126722)
2005 – 2006
(CRD# 7059)
2006 – 2009
(CRD# 149777)
2009 – Present
(Contractual)
2015 – Present
(Contractual)
2015 – Present
Passion, knowledge, and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. HAROLD JEFFREY HILL had this and more. His dedication to clients, business excellence, and education sets him apart, and I would highly recommend him to anyone wanting to achieve better financial outcomes.
HAROLD and his team deliver truly professional financial planning services and put their clients’ interests first – I’d happily recommend him to anyone wanting a holistic, personalized service.
HAROLD JEFFREY HILL is a very relatable and trustworthy person and does put your interest first. He doesn’t push but does put things into perspective. My husband and I feel like we’re at least on the road now to retirement and the safety of our hard-earned money, thanks to HAROLD JEFFREY HILL
HAROLD JEFFREY HILL is professional, thorough, and enthusiastic about helping his clients meet their financial and retirement goals. I unreservedly recommend HAROLD JEFFREY HILL.
I had the pleasure of working with HAROLD JEFFREY HILL Advisory, and I can confidently say that their expertise and dedication are unparalleled. Mark and his team provided insightful, strategic guidance that was tailored specifically to my business needs. Their proactive approach and deep understanding of the industry helped us navigate complex challenges and seize new opportunities.
I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Particularly reassuring to me is our feeling of certainty in the absolute integrity of your dealings with me. Your continual advice on financial planning issues has saved me significant amounts of money. May you prosper, along with your clients.
From the initial consultation to the implementation of their recommendations, HAROLD JEFFREY HILL Advisory demonstrated exceptional professionalism and a genuine commitment to our success. Their ability to simplify complex concepts and provide actionable solutions was instrumental in driving our business forward.
Committed to helping you create, sustain, protect, and grow your wealth.
HAROLD JEFFREY HILL is a registered advisor
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