top of page
Untitled design (21).png

A simple process designed with you in mind.

Our financial planning process:

We have a tried and tested process for working with our clients that has been perfected over the years.

hink (5).png

1. Initial Discovery Meeting

We meet with you either at your home, our offices or virtually to discover a little more about you.

Our goal in this meeting is to identify what your goals, objectives and needs are and to tell you a little more about how we can help.

hink (6).png

2. Create & Implement

After doing a deep dive into your current circumstances, we create your financial plan and make some recommendations on things that may need to change.

If any changes are required, we put these into place for you.

hink (7).png

3. Track

Circumstances change over time.

We continuously review your financial plan and meet with you regularly to ensure that it stays on track.

If the plan does need to be changed, we do this for you.

What people who have been through our process say:

Michael
Director
Sanseb Ltd

 "I am very pleased with their professional support and would be happy to recommend them to anyone looking for guidance."

"Hanna Hillen`s professionalism and knowledge of their industry has ensured that we have had no questions left unanswered leaving us comfortable to put our finances in their care."

"Hanna Hillen has looked after our Pension and Protection needs for over 30 years, during which time the professionalism shown and attention to detail has been exemplary."

Clifford
Director
AJ Plumbing Supplies Ltd

Damian
Director
Felix O'Hare & Co Ltd

Schedule a Call:

Office2.jpg

Book a call below with one of our friendly team and start your exciting journey today.

Contact Us:

028 3026 7531

Untitled design (9).png
  • Facebook
  • LinkedIn

Please note that by clicking on these links, you are about to leave the Hanna Hillen website and we are not responsible for the content on other websites.

Hanna Hillen Financial Services is a trading name of Hanna Hillen Financial Planning Ltd which is an appointed representative of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.

 

Hanna Hillen Financial Planning Ltd. Registered in Northern Ireland No NI684164. Registered Office 85/87 Hill Street, Newry, Co Down BT34 1DG

 

Directors: David R Hanna MBE DipPFS, James Hanna MSc(i) APFS, Alma S Hanna



Best Practice IFA Group Ltd, Registered in England No. 0449063. Registered Office: Holmwood House, Langhurstwood Road, Horsham England RH12 4QP

Hanna Hillen Financial Planning Ltd is entered on the FCA register (https://register.fca.org.uk/) under reference 969026. The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at retail consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

The content of this website does not constitute advice.

Hanna Hillen Financial Services © 2023 / All Rights Reserved

bottom of page