PLANNING TODAY FOR A SECURE TOMORROW
EXPERT FINANCIAL ADVICE SINCE 1978
We are a family-run business with 46 years of history, providing independent financial advice, and a commitment to treating every client like part of the family.
LONG TERM PLANNING
"James has always given me good advice. I have saved money with James’s advice and made money with his advice. He treats each client differently depending on their circumstances shows a genuine commitment to his customers. James has helped us plan for our upcoming retirement."
Simon Y, Surrey, VouchedFor verified client review, November 2024
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.