PLANNING TODAY TO ACHIEVE YOUR TOMORROW
EXPERT FINANCIAL ADVICE SINCE 1978
We are a family-run business with a more than 40-year history and a firm belief in treating our clients like part of the family.
ABOUT US
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
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
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 helped me with pension advice as a work pension matured. I was extremely pleased with the initial advice and outcome. He then provided a full financial service for me covering savings and an investment portfolio, specialist pension transfer and annuity drawdown. Long-term financial planning for the future has been key. Along the way, he has helped with mortgage and inheritance planning.
I have been very pleased with the outcome of all the advice I have received, and have a stable financial platform for the future which was the outcome I was seeking."
VouchedFor verified client review, December 2019
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.
VouchedFor Review
Our previous financial adviser retired and he recommended James. A very good recommendation too! James has become a trusted friend as well as a very professional adviser.
Read more independently verified client reviews on VouchedFor
VouchedFor Review
Richard Hitchell has been so helpful in helping me with my particular situation, understanding my financial needs and helping me find the best financial plan.
VouchedFor Review
Richard is exceptional in his approach. He consistently measures our current financial position against our ultimate goals and provides us with the information we require.
Read more independently verified client reviews on VouchedFor
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.