Wealth Management

In order to reduce unnecessary investment risk, our Investment Models incorporate a widely diversified range of Investment Holdings drawn from the entire marketplace. Importantly, proven Investment Managers have been engaged to continuously oversee the make-up of the investment structure. This critical ‘additional tier’ of investment management helps ensure that the investment remains at an optimum position for growth and / or income returns.

Key drivers to the Hanna Hillen Investment Solutions include the marrying of ‘Old Values’ such as experience and dependability with the use of ‘Cutting Edge Technology’. Prudent use of Investment Platforms helps deliver real economies of scale – all of which are accessed and immediately passed on to our Clients. The sustained delivery of competitively priced Investment Models is wholly fundamental to the Hanna Hillen reputation and ethos.

No matter what the client specific needs might be, at Hanna Hillen we are confident that we can customise a solution to fully address such needs.

At Hanna Hillen, we are in the business of providing a comprehensive range of long term Financial Planning Solutions – indeed our clients in retirement look to us for investment strategies designed to sustain them throughout their entire lifetime. Often, we are required to evaluate existing portfolios and assist the client to consolidate those arrangements with a clear focus on establishing better value, tax efficiency, and accessibility to both Income / Capital. The consistent delivery of these important features is fundamental to our Private and Corporate Client Charters.