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Our team - Robert Freeman, Louisa, Richard and James Hitchell, Natalie, Sarah and Jane

PLANNING TODAY TO ACHIEVE YOUR TOMORROW

EXPERT FINANCIAL ADVICE SINCE 1978

We are a family-run business with a  45-year history and a firm belief in treating our clients like part of the family.

ABOUT US
About us - our story

As a family-run practice, we have offered a friendly professional advisory service to clients since 1978.

As well as offering expert advice, we place the needs of our clients at the heart of the business. 

WHAT WE DO
What we do

We provide a comprehensive range of services designed to give you clarity over your current financial situation and a road map to your future goals.
 
We specialise in working with six specific groups of clients. 

HOW WE WORK

How we work

We believe that financial planning is not all about your money; it’s about you, your life and what you want to get out of it. So, whether that is working towards a happy retirement, long-term financial security or protecting your loved ones, your goal is our goal.

 

LONG TERM PLANNING

"Richard has helped us understand our tax free allowances, advised on the best ways to manage our money. He assessed our appetite for risk and made an investment plan accordingly. He has created a financial plan for our future so we can understand what we can do now to secure the best possible financial future for ourselves. He helped my partner set up a pension scheme in a tax efficient manner."

Tom R, London, VouchedFor verified client review, June 2023

VouchedFor client reviews

Read more of our client reviews here.

Our Story

In 1978, John Hitchell had just taken the difficult decision to leave a secure job with a high street bank and was looking for the next challenge. He hated the corporate, target-driven culture of the banking industry and felt there must be a better way to treat clients.

 

It was fair to say the bank was very traditional, even insisting that John shave off his beloved beard as ‘it was scaring the older customers.’ However, the final straw was having found his dream home, his mortgage application being denied because it ‘had more bedrooms than he needed,’ only to discover that his manager had bought the house instead.

ONE SIZE DOESN'T FIT ALL

We appreciate financial planning is not all about your money – it’s about you, your life and what you want to get out of it. So whether that is working towards a happy retirement, financial security or protecting your loved ones – we can help make it happen.

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