Business Details
48 Years
experience
Trusted Financial Advisers in Tunbridge Wells Since 1978
Established in 1978, we are a family-run financial advisory practice dedicated to providing independent, client-centric financial planning solutions. With over four decades of experience, our team of Chartered Financial Planners specialises in creating tailored financial roadmaps for clients with complex needs, including retirement planning, investment management, mortgage advice, and protection strategies. Our approach prioritises transparency, technological innovation through platforms like Voyant, and a commitment to treating every client with the same care we would expect for our own family.We maintain long-term relationships with clients, adapting financial plans as circumstances evolve, and operate under the strict regulatory oversight of the Financial Conduct Authority. Our legacy of trust, built since John Hitchell founded the practice, continues through our current team of experienced professionals.
Services
Financial Planning
Retirement Planning
Mortgage Advice
Investment Management
Protection Insurance
Details
- Year established: 1978
Highlights and features
- 47 years of experience in independent financial advisory services
- Chartered Financial Planners delivering bespoke retirement strategies
- Regulated by the Financial Conduct Authority for client protection
- Tailored financial solutions for clients managing 250,000+ assets
- Technology-enhanced planning using Voyant, the UK's leading financial forecasting platform
Associations and certifications
- Financial Conduct Authority
What people say
Good advice
Saved money
Knowledgeable team
Personalised service
Successful mortgage outcomes
Services
Financial Planning
We develop comprehensive financial roadmaps tailored to individual circumstances, focusing on long-term security and goal achievement. Our process includes detailed analysis of current financial status, risk profiling, and strategic recommendations. Clients benefit from ongoing plan adjustments aligned with evolving personal circumstances and market conditions.
Retirement Planning
Specialised services helping clients prepare for secure retirement through pension optimisation and income strategy development. We address tax efficiency, investment growth, and lifestyle requirements while maintaining flexibility for changing life circumstances. Our approach ensures financial confidence during retirement transitions.
Mortgage Advice
Independent mortgage advisory service covering first-time purchases, remortgaging, and buy-to-let investments. Our dedicated adviser provides market-wide comparisons, interest rate analysis, and tailored solutions for both personal and business property requirements. We simplify complex mortgage processes through expert guidance.
Investment Management
Strategic investment planning services optimising portfolio performance while aligning with individual risk profiles. We implement diversified investment strategies using market analysis and ongoing portfolio reviews. Our focus remains on achieving long-term capital growth and wealth preservation objectives.
Protection Insurance
Comprehensive protection planning covering life insurance, critical illness cover, and income protection policies. We assess individual risk exposures to create safeguarding strategies against unforeseen events. Our service includes policy reviews and recommendations for both personal and business-related protection needs.
People
John Hitchell
Founder
Founded the practice in 1978 after leaving corporate banking to establish a client-focused financial advisory service. His legacy of family-oriented client relationships continues through his sons' leadership.
James Hitchell
Chartered Financial Planner
Co-leads the practice with 25+ years' experience in financial planning. Specialises in retirement strategies and investment management while maintaining his father's client-centric ethos.
Richard Hitchell
Chartered Financial Planner
Co-director with expertise in complex financial planning solutions. Works closely with high-net-worth clients to develop sophisticated wealth management strategies aligned with long-term objectives.
Rob Freeman
Mortgage & Protection Adviser
Specialises in mortgage solutions and protection insurance. Provides expert guidance on residential and buy-to-let mortgages while ensuring clients maintain adequate financial safeguards.
Tim
Independent Financial Adviser
Supports clients with investment strategies and retirement planning. Combines technical expertise with clear communication to help clients understand complex financial concepts.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, investment management, mortgage advice, and protection insurance tailored to individual circumstances.
How do you work with clients?
Our four-stage WealthPlan Process includes consultation, analysis, implementation, and ongoing reviews to ensure financial plans adapt to changing life circumstances.
What fees do you charge?
Initial consultations are free with no obligation. Implementation fees are percentage-based on invested funds, and ongoing service fees apply to managed assets.
Do you specialise in retirement planning?
Yes, we specialise in retirement planning with expertise in pension optimisation, income strategies, and tax-efficient solutions for clients approaching later life.
Are you regulated by financial authorities?
We are regulated by the Financial Conduct Authority and operate as an appointed representative of 2plan Wealth Management Ltd.
