About us

At Hillcrest Wealth Management, we are focused on providing wealth & financial solutions to clients in the Yorkshire area. 

We are passionate about building long term relationships with all of our clients. Recognising that every client has unique requirements, we offer a bespoke personal service tailored to your specific needs and aspirations. We are committed to building long-term relationships based on trust, the highest levels of ongoing service and professionalism. 

We offer services in: 

  • Investment Planning
  • Estate Planning
  • Retirement Planning
  • Tax Mitigation
  • Protection Planning

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.