About Us

The team at Hillcrest Financial Management has many years’ experience providing practical financial planning advice to people, families and businesses in York and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Hillcrest Financial Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Meet the team

Donald Horsfield

About Donald

Donald joined the insurance industry in 1970 and was a founder member of Hillcrest in 1987.

Mike Croft

About Mike

Mike started his financial career in 1982 with the Prudential where he progressed to Customer Services Manager and Sales Manager. In 2001 Mike became an Independent Financial Adviser when he joined Hillcrest. As of 1st January 2013 Mike de-regulated from advising on Pensions and Investments and now concentrates his time on providing Independent Mortgage and Protection advice.

John McKay

About John

John has been in the Financial Services Industry for over 25 years. He provides advice on a whole range of Financial Planning matters. John specialises in Retirement Planning, Savings and Investments as well as Mortgages and Protection Planning.

Peter Ford

About Peter

Peter has worked in Insurance and Financial Services for over 25 years. He started his career at the Prudential and became an Independent Financial Adviser in 1989 and joined Hillcrest in 2004. Peter specialises in all aspects of financial planning for individuals and small businesses. This includes pre, post and at retirement planning, savings and investments and protection planning.

Nigel Ashton

About Nigel

Nigel commenced his career in Financial Services as an agent with CIS IN 1989. He has been an Independent Financial Adviser since early 2005 when he joined Hillcrest.

Alex McKay

About Alex

Alex began career in 2006 after completing his University Degree. He served 6 years as a Financial Adviser at The Cooperative Financial Services before joining Hillcrest in January 2012. Alex Provides holistic financial advice across all areas but specialises in Investment and Pension planning.

Want to know more?

Call us on 01904 697938 or email at info@hillcrestfm.co.uk