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.
Start the conversation
Whether you want help getting your pension in a good place, or to ask me about another financial need you might have, I’m here to help.
Contact me today
An adviser’s insight
How can you boost your pension pot?
In the UK, there’s an estimated £26.6bn1 in lost or forgotten pensions. That means the average UK worker is missing as much as £28k2 from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.
Here are three simple ways to make sure your pension is working its hardest for you.
1. Check up on it
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
2. Look at your investment allocation
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
3. Bump it up
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.
If that sounds good to you, please get in touch.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.
2 Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions
Services
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.
Qualifications
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.
Testimonials
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.
Location
Ollie Hill's location
Ollie is located in Shrewsbury and offers expert financial advice to suit your needs.
More about me
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.