Charles Hillyer

Independent Financial Adviser

telephone 07966 394485 or 0115 963 4944

Location: 

  • General practice: Leicestershire & Warwickshire
  • Investment planning: Midlands
  • Pensions & Retirement planning: East Midlands
  • Equity Release: Derbyshire, Leicestershire, Nottinghamshire & Warwickshire

Specialisms:

  • Investment planning
  • Mortgages
  • Equity Release

Works with:

  • Private clients
  • SME Business owners
  • Trusts
  • Collaboratively with professional connections in accountancy, law and tax.

General:

Charles has decades of experience as a professional financial adviser. He provides high quality advice across a broad spectrum of financial planning areas, including but not limited to mortgages, protection, investment and Inheritance Tax planning.

Charles works with a wide range of clients often dealing with three, sometimes four, generations of the same family each with widely different circumstances, needs and objectives.

Charles is passionately interested in all aspects of the investment universe and spends significant amounts of time engrossed in reading and studying emerging trends, themes and theories within the investment sphere.

A keen sports fan, participating and spectating. After finally retiring from a forty-year rugby career has since reinvented himself as a competitive swimmer and triathlete. Alternative sources of relaxation include cooking, long walks and gardening.

Authorisation:

This member of staff IS  authorised to provide regulated independent financial advice

independent financial adviser

fancy a cuppa?

Investment & Retirement Solutions Ltd is authorised and regulated by the Financial Conduct Authority

Registered in England & Wales (6884783) at Ransom Hall, Ransom Wood, Nottinghamshire, NG21 0HJ

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