Who are we?

Lancaster-Hill Investment Management is a family run firm of financial advisers based in Dover, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

As independent advisers, our clients benefit from us being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.

We offer a range of services to help you meet your personal and financial objectives. The amount we charge and the basis of the payment will depend on the service you choose and your individual circumstances. We will always disclose our fees and charges in an open and transparent manner.

THE FINANCIAL CONDUCT AUTHORITY DO NOT REGULATE INHERITANCE TAX PLANNING.

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

 

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

A PENSION IS A LONG TERM INVESTMENT THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.

  • We appointed Lancaster-Hill to manage our investments soon after we moved to Broadstairs in 2006. Michael and Joanne Hillary have always provided excellent customer service and their charges are completely transparent. Our investments are regularly monitored and researched, and changes have been fully explained and recommended where it was advantageous to do so. This meant that we came through the recession relatively unscathed and our investments are now showing a healthy return. If we have a financial problem or query we have only to pick up the phone to receive immediate advice.

    Peter and Elizabeth W. - February 2018

  • Mike Hillary and his team at Lancaster-Hill Investment Management are efficient, diligent, competent and professional.  They have done an excellent job of managing my investments and advising me on other financial matters over many years and are a pleasure to work with.

    FW - London, February 2018

  • Approaching Retirement and not convinced my savings were in the right place, I took advantage of a free initial consultation with Michael Hillary.  He reviewed my current investments, my attitude to Investment Risk and my Aims and Objectives.  Mike clearly explained the options available to me and processed my requests swiftly and efficiently.  We have regularly reviewed the performance of my Portfolio and made changes as necessary.  I have used his Professional Services for over 10 years and have always been extremely happy with the advice he has given me and the returns on my investments reflect this.  I would highly recommend his servic

    C. Drake - Deal, Kent, February 2018

  • We were one of Lancaster-Hill’s initial clients since its inception in 1996.  Since then Michael Hillary has handled our finances with expertise and professionalism and his advice has been exemplary.  His attention to detail, ability to communicate effectively and desire to assist in any way possible has been remarkable. Michael and his team are always friendly, helpful and courteous and we trust him implicitly.  We cannot fault his company and would highly recommend his services.It’s a pleasure doing business with him.

    M & K Cooke - Broadstairs, Kent, February 2018

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