The advisability of switching my frozen occupational pension.
I had very clear, impartial advice concerning the pro's & con's of switching my frozen final salary pension given my personal circumstances. Subsequently, i received advice on the best uses for a modest inheritance.
Nothing - I am very happy with Hitchell's & James in particular. I am comfortable discussing all aspects of my financial affairs in the knowledge that the advice i receive is based on a great deal of knowledge. The fact that both James & Richard have taken the time & effort to gain & maintain chartered status is reassuring. I am impressed with the content of the regular newsletters & contact be it face to face or by telephone.
I had a very small amount of money after I was widowed that I needed some advise as to what to do with it, and as a close friend already dealt with Hitchell’s Finance they recommended them.
He sorted out my savings and a private pension.
James has been my financial advisor for more than ten years and throughout that time I have always felt my finances have been in very safe hands.
Can’t think of anything.
On the retirement of our previous advisor James was recommended to us
James advised us on inherited investments and recommended a firm to develop and improve them. He has advised us on investing our own savings with a view to our future and our children’s inheritance.
Prior to Covid-19 our investments had made steady progress with the inevitable fluctuations.
James has met with us every six months and has talked us through the current situation, explaining clearly any possible options and leaving us with appropriate paperwork. If we have a query he responds promptly to emails.
Our previous financial adviser retired and he recommended James. A very good recommendation too! We needed continued advice and support as we enter later years of retirement. James has become a trusted friend as well as a very professional adviser.
James has been willing to visit us in our home and we have visited him in his offices in Tunbridge Wells. James has advised us in the investment of some capital in a tax efficient way. We have opted for a cautious approach with a moderate income. The investment has proved to be sound and profitable. It is very reassuring to know that we can phone for advice at any time.
Yes, we feel that we have made the right decisions in regard to our investments. They have performed better than expected during turbulent times. At our age we are not looking for adventurous returns, but we want an income that is as reliable as possible.
We value the services of a financial adviser precisely because we don't fully understand the mechanics of the money markets. When we have been informed about changes and investments in our portfolio, we were concerned that we often did not fully understand these. Once we were informed that we did not need to worry about these we were reassured.
We have had investments, which required advice and assistance for well over 20 years. We were not happy with the advice and investment outcomes of our previous investment advisor. Through a family connection, we became aware of the financial advice offered by Hitchell Financial Planning. We made the switch to them about 10 years ago.
From the very beginning James offered excellent advice about pensions and investments. He has always taken great care to establish our current and future requirements and we feel very confident that he has always acted in our very best interests.
Yes. James's involvement in our financial affairs has significantly improved the performance of our investments and continues to do so. We are also very pleased with the advice and outcomes relating to other matters, including annuities and equity release.
We are not currently able to identify any areas in which the advice and assistance from James could be improved.