John Hitchell Associates
4 St Johns Road,
Tunbridge Wells Kent, TN4 9NP
Tel: 01892 532700
TCF - Treating Customers Fairly
John Hitchell Associates has a clearly defined set of values and beliefs, which underpin all our activities.
We are proud of our company values and are committed to delivering them consistently at every level.
View Our TCF Misson Statement (pdf)
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John Hitchell Associates looks after the needs of a large number of clients throughout the country. The aim of the practice is to provide a confidential, professional advisory service of the highest quality for all our present and future clients. This is demonstrated by our commitment to the Treating Customers Fairly (TCF) initiative from the FSA (You can view our TCF mission statement here)
In October 2008, the practice proudly marked its’ 30th anniversary.
Advisers
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(Senior Partner) CertPFS BA(Hons)
James graduated from Liverpool John Moores University in 1998 with a BA (Hons) degree in Media and Cultural Studies. He joined the practice in 2000, and now specialises in investment, retirement planning and family & business protection. He holds the full financial planning certificate of the Chartered Insurance Institute. His interests include most forms of sport, especially football, golf and winter sports. James lives in Tunbridge Wells with his partner Felicity.
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(Partner) DipPFS FIL ACIB AFPC
John and Julie started the practice 30 years ago in 1978. John spent 9 years in the RAF as an interpreter followed by 9 years as a senior investments officer with Lloyds Bank. He holds the Advanced Financial Planning Certificate and is an Associate of the Chartered Institute of Bankers and holds the Diploma of the Personal Finance Society. He obtained the Fellowship of the Institute of Linguists in Russian, the equivalence of the French Baccalaureate and a singing Diploma from the Geneva Conservatoire. He and Julie have lived in Tunbridge Wells since 1971. Although not exclusively, John specialises in investment and inheritance tax planning.
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(Partner) CertPFS MSc
Richard is married to Gayle and they have a daughter Emily who was born on 3rd March 2008. After relocating back to Tunbridge Wells from Cardiff in 2006 he joined the practice in early 2007. Prior to this he studied at UWIC to obtain a degree in Industrial Design and went on to gain an MSc in Computing from the University of Wales. He worked as an IT manager for the next 9 years before making the switch to financial services. Richard holds the CertPFS qualification from the Chartered Insurance Institute and specialises in mortgages, protection and retirement planning. Richard’s interests include property renovation, golf, hockey and winter sports.
Other practice staff;
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Julie, the practice administration partner, looks after the day-to-day needs of clients and has been instrumental in building up the existing long-term relationships, of which the practice is justly proud.
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The practice is assisted by David Gledhill, the practice business manager. David has many years experience in the industry and was formerly with the Prudential for 23 Years.
We look forward to being of assistance to you.
We are members of Openwork – a UK-wide network of around 740 financial advice firms backed by the worldwide Zurich group.
As an Openwork member, we can give you advice on financial products from some of the biggest names in the UK.
• Sterling for investments
• Zurich for protection
• Aegon Scottish Equitable for pensions
• A panel of providers for general insurance
• Prudential for annuities
In addition, we can introduce you to residential and commercial mortgages from an extensive panel of companies featuring many leading and specialist lenders.
Openwork’s team of product managers is frequently able to negotiate terms which are exclusive to us and our fellow members. This means that very often our best rates are offered on keener terms than the lenders promote directly to the public.
So you have nothing to lose, in fact much more to gain, by choosing John Hitchell Associates to take care of all your financial planning needs.