John Surgenor

John Surgenor

Barrington Hamilton Personal Asset Management

Minimum savings/pensions: Over £500,000

0330 038 8941
Based in Horsham
View location

Top Rated 2025
Verified since: July, 2020

5 out of 5

48 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 May 2025

    John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 3

    Recent Client Reviews

    Verified reviews: 100%

    John has received 3 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

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    John has not yet added their qualifications to their profile

  • Transparent Fees

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    John has not yet added their fees to their profile

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with John

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 10 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 23 May 2025

    John and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 3

    Recent Client Reviews

    Verified reviews: 100%

    John has received 3 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    John has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    John has not yet added their fees to their profile

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with John

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with John (based on 10 first impressions)

I am an independent, Chartered Financial Planner. I set up Barrington Hamilton in 2009 to provide genuine lifestyle financial planning. Every client has a story and myself and my team are here to help them write the next chapter. We specialise in advising people who are: • Business owners: we help you make the most of the opportunities that owning a business can have. • Planning for retirement: we’ll give you choices about how and when you can retire with the wealth you have. • Already retired: we’ll create a proper financial plan to help you achieve what you want in retirement. • Divorcing: we provide expert advice and sympathetic, dedicated support at the time when you need it the most. Our focus is on working with clients who seek an ongoing, long-term trusted partnership with a financial planner. So, if you want someone who genuinely cares about you and your family and is focused on you achieving the best life possible from your wealth, then we would love to hear your story. I should also mention that we’re: • Staunchly independent: by not being tied to any particular providers, we can recommend the most suitable products and providers to meet your financial goals. • Committed to doing the right thing by you: if the right thing to do is nothing, then that’s what we’ll do. We won’t coerce you into doing things simply so we can earn a fee. • Local and flexible: we’ll work around you to meet (or speak) at times and locations that work for you. With a base near Gatwick, we work with clients throughout the South East. • Specialists: we’ve honed our expertise to work with people who’re either planning retirement, retired, divorcing or business owners.

Offers available through VouchedFor

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£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About John's clients

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Adviser Disclaimer

Barrington Hamilton Personal Asset Management Limited is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Barrington Hamilton Personal Asset Management Ltd is entered on the FCA register (https://register.fca.org.uk/) under reference 496085.