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 have used the services of Mike Hillary and Lancaster-Hill Investment Management for over 5 years. Mike has been very helpful in guiding us through the world of money management. We have regular meetings and he keeps us up to date with our investments. He has maintained his commitment to treat our investments as if they were his own. Mike and his team can be relied upon to respond quickly to concerns or queries and they have given us sound advice. They are a friendly, professional and efficient company and we cannot recommend them highly enough. 

    Turner & Meredith – October 2025

  • Lancaster - Hill Investment Management  - Michael Hillary and his daughter Joanne have looked after our financial affairs for many years. They are very professional, articulate and have a wealth of knowledge and expertise in their field and very reliable. They are always there to help and have guided us and been a pleasure to work with.

    RW & CSW Huddersfield – October 2025

  • I have used Lancaster-Hill Investment Management for over ten years now and my father was a client of theirs before that. He recommended them to me.

    I would say Mike Hillary treats you more than just a client, more of a friend and his advice reflects this.

    The whole team are very professional and efficient and have always gone above and beyond fulfilling any requests I have made regarding any financial matters.

    I would not hesitate in recommending them to anybody who wanted fair, reasonable and professional advice with their financial affairs.

    M. Gladish – Harlow, Essex – October 2025

  • We recently used the services of Michael Hillary at Lancaster-Hill Investment Management for advice on pensions and investments, and we couldn’t be more pleased with the experience. Michael was incredibly knowledgeable, clearly explaining all our options and helping us feel confident about the decisions we were making. His efficiency ensured everything was handled smoothly and without any hassle, and his friendly, approachable manner made the whole process stress free.

    P & T Mold – Deal, Kent – October 2025

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