Andrew Hill Ltd - Independent Financial Planning in Horsforth, Leeds

0113 258 0099

Jargon Free Consultation!

Your initial consultation is at our expense, during which you can tell us of your particular needs, wants, and aspirations, and we can explain how it works from our side. It shouldn’t take more than 30 minutes of your time.

Lifestyle Financial Planning

Lifestyle Financial Planning in Leeds

Lifestyle Financial Planning involves a structured step by step process, which will take you from where you are today, towards your desired future outcomes. The quality of the financial planning experience will be reliant on the skills of your planner, and how much you engage in the process, it’s a relationship.

Lifestyle financial planning is not about pensions, ISAs or life assurance, it’s about answering one simple question;

How do you want to live the rest of your life?

Lifestyle Financial Planning in Yorkshire - Stage 1 Lifestyle Financial Planning in Yorkshire - Stage 2 Lifestyle Financial Planning in Yorkshire - Stage 3 Lifestyle Financial Planning in Yorkshire - Stage 4

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Just looking for financial advice?

We offer a fee-based comprehensive financial planning and wealth management service aimed at helping clients achieve and maintain their desired lifestyle. At your initial consultation we will give you a clear understanding of the service we provide, which will help you decide whether we would be the right people to advise you on financial planning and investment matters over the years ahead.



Today there are a bewildering range of savings and investment vehicles and options available to the investor. Whether investing for growth, income or both, we can provide a full investment & portfolio planning service for you.

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Retirement Planning

When it comes to providing for our retirement, too many people are doing too little too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. The golden rule for most people, is to not rely on the State alone.

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Estate Planning

When you pass away you may want to leave all of your estate to your loved ones, but HM Revenue & Customs may have other ideas. Inheritance Tax is the tax paid on your estate, which is basically everything you own at the time you die

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Long Term Care

Long Term Care is a major part of retirement planning; it should be incorporated as a natural constituent of the retirement process.This is a complex subject and, as with all matters financial, planning early can help reduce the problem.

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Business Owners & Entrepreneurs

Building and running a successful business requires some unique skills and an entrepreneurial ability.

Maximising the proceeds of your endeavours is an important part of your journey and takes planning. We partner with you to establish your desired lifestyle and how best to achieve this, bearing in mind tax considerations and the need to manage investment risk and access to capital when needed.

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The Personal Finance Society Chartered Insurance Institute Chartered Institute for Securities and Investment Certified Financial Planner Independent Financial Adviser