Richard Hitchell

Hitchell Financial Planning

Reviewed for

Insurance and Protection ( 9 )

Mortgages ( 5 )

Pensions ( 52 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 59 )

Investments and Savings ( 93 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 21 )

Long Term Care ( 13 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 34 )

Financial Mentoring ( 9 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 15 )

£100k - £200k ( 10 )

Up to £50k ( 5 )

( 2 )

£50k - 100k ( 5 )

Client reviews

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Life changes meant that I needed to plan carefully for my long term financial security.

Have you seen the outcome you were hoping for?

Yes.

How has Richard Hitchell helped you?

With excellent advice that has enabled my wife and I to think long-term and make financial investments accordingly, resulting in a much improved sense of security and peace of mind.

What could they have done better?

Nothing.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Our previous adviser retired and Richard was personally recommended.

Have you seen the outcome you were hoping for?

Yes I feel my pension investment is being well looked after.

How has Richard Hitchell helped you?

He transferred my investment into a new improved portfolio to which I now have easy and clear access. It has all been clearly explained and I feel reassured.

What could they have done better?

Nothing.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

My original circumstances were to seek help with mortgage and financial advice. Later to seek help with pensions transfers and investments

Have you seen the outcome you were hoping for?

I believe I have had good advice on how my pensions and the investments I have made and feel that my investments are safe

How has Richard Hitchell helped you?

This was my first meeting with Richard and my original contact had moved on. However, I felt comfortable with Richard and his knowledge of how my monies were working for me

What could they have done better?

I felt we had a successful meeting

Richard's reply

Dear Jacqui, Thank you for taking the time to share your feedback, and I'm glad to hear that you've had a positive experience working with us. Your trust and satisfaction mean a lot to me. I'm pleased to know that you've found our advice beneficial, and that you feel your investments are secure. It's also great to hear that you felt comfortable during our meeting, as providing a comfortable and informative experience is important to me. If there are any specific areas where you believe we can improve or if you have further feedback in the future, please feel free to let us know. Your input helps us enhance our services. Thank you once again for choosing me us your financial planners, and I look forward to assisting you with your financial goals in the future. Best regards, Richard

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Advice on Investments and Pensions for when Retirement from work.

Have you seen the outcome you were hoping for?

Yes, very much so.

How has Richard Hitchell helped you?

Good advice and help for now and in the future. Very well presented and explained.

What could they have done better?

Nothing

Richard's reply

Thanks Barrie for your kind review. If there is anything you want to see at future reviews please don't hesitate to get in touch. Kind regards Richard

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Richard has been my financial Advisor for many years, as was his Father before him

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Given confidence in my investment

What could they have done better?

Nothing

Richard's reply

Thanks Elaine, I know it seems everyone constantly asks for reviews so I really appreciate feedback and your kind review. Always a pleasure to meet up, and if you need anything in the meantime please don't hesitate to get in touch Kind Regards Richard

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

Recommended by my friend way back—to Richards father:!

Have you seen the outcome you were hoping for?

Yes.

How has Richard Hitchell helped you?

He knows that I am a very innocent person when it comes to financial matters and—like his father he makes information easy to understand:

What could they have done better?

Nothing that I can think of .

Richard's reply

Thanks Ike for your kind review, I always enjoy our chats and if you need anything don't hesitate to call. Richard

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Pension advice

Have you seen the outcome you were hoping for?

Yes.. but it’s a long game not a short one

How has Richard Hitchell helped you?

Explained tax efficient options and provided access to good products

Richard's reply

Thanks Helen for your kind review, most appreciated. Richard

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension investments

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Choosing and monitoring investments, changing as required, making suggestions, preparing financial projections, explaining markets and movements

What could they have done better?

Can't think of anything

Richard's reply

Thank you Vicky. Your review is much appreciated Richard

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

I was recommended by a friend And I invested a sum with Richards company and I’m very happy with the outcome .

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Yes

What could they have done better?

I think in this present economic situation he has done very well .

Richard's reply

Thank you Lainey - always a pleasure to meet up and I'm very pleased you are happy with our services Kind regards Richard

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Inheritance after a bereavement

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Richard keeps me regularly updated regarding my investments and is always there to give me advice when needed

What could they have done better?

I dont think Richard could do any more for me

Richard's reply

Thanks Pauline for your kind review. Much appreciated Richard

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Long term financial planning for myself and my family

Have you seen the outcome you were hoping for?

Yes, over many years

How has Richard Hitchell helped you?

Annual reviews have been friendly and professional as well as ongoing support

What could they have done better?

Nothing

Richard's reply

Thanks Ian for your kind review, most appreciated. Richard

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

None

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Relieved us of the stress of management of investment.

What could they have done better?

Nothing. He's brilliant.

Richard's reply

Thanks Clive for your very kind review. Your answer to your 'What could they have done better?' did make me laugh out loud! I think I'll frame it and hang it near to James' desk - Nothing like a bit of sibling rivalry! Richard

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Impending retirement

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Bu advising on the appropriate mix of investment vehicles and monitoring performance and changing circumstances to recommend and implement suitable changes.

Richard's reply

Thanks Tony, your kind review is much appreciated and helps us to get honest feedback about our service. Very pleased that the bits we can control are going well, we are constantly making small changes to improve so these are all taken onboard. Best regards Richard

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Acting as LPA & Deputy for parents

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Told us the options available for the situation my parents find themselves in.

What could they have done better?

Nothing

Richard's reply

Thank you Lisa for your kind review - which is much appreciated. We do take these on board and use feedback to improve our service to all clients. You have been placed into a difficult position with no easy answers, I hope we can improve the financial situation where possible. Kind regards Richard

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Having inherited Hitchell associates from father to son , after many years I have had total trust in the family business.

Have you seen the outcome you were hoping for?

Due to many unforeseen circumstances, my investments have not progressed as hoped.

How has Richard Hitchell helped you?

All advice given and received have been positive, I believe remaining cautious to be in my interest.

What could they have done better?

Because of underlying problems around the world I understand advice given was in my best interest.

Richard's reply

Hi Sarah Thank you for your kind review. The last few years have been difficult for cautious clients and we hope 2023 and beyond brings better results. Hope to catch up soon Kind regards Richard

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

For mortgage and pension advice.

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Richard took over from our previous financial adviser when they retired, and have continued to provide an excellent service.

What could they have done better?

Nothing.

Richard's reply

Thank you Helen for your kind review. It is much appreciated. One of the questions asked was 'How do you pay for your adviser's services?', to clarify we charge a servicing fee deducted from your investments. At the beginning of the process, you signed a fee agreement providing details of the adviser charges (as shown in our proposition document). It is very important to us to provide a great service, as servicing charges could be stopped - certainly, we like to think our clients are happy and feel we provide good value for money. I will ensure we cover servicing charges in more detail in our following review. Kind regards Richard

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Retirement

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Giving sound advice.

Richard's reply

Thank you Trevor for your kind review, much appreciated! Kind regards Richard

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Retirement

Have you seen the outcome you were hoping for?

Yes, my financial position is currently secure

How has Richard Hitchell helped you?

Advice regarding best investment platforms / funds

What could they have done better?

Maybe send out a quick questionnaire before the annual meeting so that the Voyant software does not need to be updated during the meeting.

Richard's reply

Thanks Phil for the review, I will take onboard your suggestion about pre-meeting information. With the technology available this should be a simple task, however, so far we haven't found an easy way to do this. Sending information around by email isn't very secure, so we need to have another look at the client portal Richard

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

We had cash that was sitting in the bank and we wanted to to get the maximum return for our money.

Have you seen the outcome you were hoping for?

No - we invested just before the war on Ukraine started so we have to date lost money.

How has Richard Hitchell helped you?

Richard has helped us understand our tax free allowances, advised on the best ways to manage our money. He assessed our appetite for risk and made an investment plan accordingly. He has created a financial plan for our future so we can understand what we can do now to secure the best possible financial future for ourselves. He helped my partner set up a pension scheme in a tax efficient manner.

Richard's reply

Thanks Tom, Much appreciate your kind review. Hopefully, onwards and upwards from here! Richard

Review from verified client

April, 2023

Overall

Service

Advice

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I was referred to Richard when my previous advisor retired

Have you seen the outcome you were hoping for?

Yes. I have seen growth in my portfolio despite recent global financial conditions and regular withdrawals

How has Richard Hitchell helped you?

Richard always takes time to explain any changes he is recommending, and actively listens to my comments with a friendly and reassuring manner. Despite only having worked with him for a couple of years I am confident about his advice and opinions.

What could they have done better?

The entire team at Hitchell Associates are easy to deal with and always respond promptly to any enquiry.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I needed to consolidate my various policies and sought expert advice.

Have you seen the outcome you were hoping for?

I am no expert in the pensions market and trust Richard to work for my best interests. I’m happy with the results.

How has Richard Hitchell helped you?

Richard has helped me by being a reassuring and professional presence. He is always available if I need further help or advice.

What could they have done better?

As far as I am concerned, nothing.

Richard's reply

Thank you Carol for your kind review. It is much appreciated! Richard

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Moving into a care home

Have you seen the outcome you were hoping for?

We are very pleased with the outcome.

How has Richard Hitchell helped you?

He made useful ideas for long team care witch will help us keep paying the bills.

What could they have done better?

not a lot

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Early retirement

Have you seen the outcome you were hoping for?

As much as possible with the current climate

How has Richard Hitchell helped you?

Very knowledgeable and helps to set realistic goals and plans for the future with advice on savings and our pension

What could they have done better?

Can’t think of anything at this moment in time

Richard's reply

Thank you Sandra for your kind review. Things have been pretty challenging for investors over the last year and whilst we can't change the markets, its great to hear you have confidence and a clear road map for the future focusing on the longer term. Speak soon Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Shropshire

What were the circumstances that caused you to initially look for an adviser?

A requirement for pension advice and longer term financial planning following a bereavement.

Have you seen the outcome you were hoping for?

Yes.

How has Richard Hitchell helped you?

Clear and understandable advice. Clear explanation of options available including any areas that may involve risk. Helping me to maintain control over my finances through fluctuating life situations.

What could they have done better?

Nothing. I'm exceedingly happy and confident with Richards advices.

Richard's reply

Thank you Tessa for your kind review. It is most appreciated! Speak soon Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Gerring to retirement

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Advice

Richard's reply

Thanks Graeme for kindly leaving me a review. Much appreciated! Merry Christmas and a Happy New Year Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

had investments overseas that needed sorting out.

Have you seen the outcome you were hoping for?

yes its doing better than where it was before

How has Richard Hitchell helped you?

transfer all pensions and overseas investments. retirement planning

Richard's reply

Thanks Dan for your kind review. Much appreciated Hope to catch up soon Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Investment advice

Have you seen the outcome you were hoping for?

This is king term planning, so not realised yet

How has Richard Hitchell helped you?

Given financial advice & managing funds.

What could they have done better?

The economic climate had been difficult

Richard's reply

Thanks Ian for your kind review. Hope to catch up soon. Merry Christmas and Happy New Year! Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Had one ever since I retired

Have you seen the outcome you were hoping for?

With the market being bad since the Russian invasions, been down but coming back

How has Richard Hitchell helped you?

Set up an inheritance tax plan

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Initially, I needed advice regarding my small savings.

Have you seen the outcome you were hoping for?

Yes.

How has Richard Hitchell helped you?

He has helped me to put inherited money into cautious funds.

What could they have done better?

Nothing.

Richard's reply

Thanks Carolyn. Much appreciate your kind review! Have a Merry Christmas and Happy New Year! Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and the need to make the best long-term use of our savings and investments.

Have you seen the outcome you were hoping for?

Yes.

How has Richard Hitchell helped you?

He looks at the big picture and thinks long-term. He ensures that our investments are handled according to the level of risk that we are comfortable with, and despite the great volatility of global politics and markets in recent years, our investments have done much better than we feared likely.

What could they have done better?

Nothing.

Richard's reply

Thanks Graham - much appreciate your kind review. Hope to catch up early in the new year. Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

Needed pension advice.

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Consolidated my pensions into one place and provided advice on future pension planning.

Richard's reply

Thanks Jon, much appreciate your review and I'm very pleased to hear you are happy with our service! Richard

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Financial advice

Have you seen the outcome you were hoping for?

Yes

How has Richard Hitchell helped you?

Yes. His advice with respect to my savings have always showed me a hood return.

What could they have done better?

Nothing. I am 100 per cent happy with their services for the past 20 years.

Richard's reply

Thanks Barbara for your kind review. It is much appreciated! Richard

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Richard

Very prompt attention and comprehensive advice, very pleasant to deal with.

Richard's reply

Thank you Anne. Most kind, and lovely to meet you. Richard

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Disaffected with SJP

How has Richard Hitchell helped you?

Clear and practical way through financial planning requirements

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Richard's reply

Thank you Stephen for your kind review, I'm very pleased you are happy with the service so far! Richard

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Richard Hitchell helped you?

Gave excellent advice and arranged very good investments.

Have you seen the outcome you were hoping for?

Yes. Results have far exceeded expectations.

What could they have done better?

Cannot think of anything.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

retirement

How has Richard Hitchell helped you?

approaching retirement i was uncertain about my private pension options . Richard gave myself and my wife a comprehensive financial review with full advice on what my future spending requirements (incoming and outgoing) may be

Have you seen the outcome you were hoping for?

yes, despite market problems caused by the pandemic we are still on a good financial path

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I was with a previous financial adviser who retired. Hitchell Financial Planning was recommended to me by him. Richard has carried on the work of my previous advisor which was to set up a pension scheme and to advise me how to keep it up to date

How has Richard Hitchell helped you?

He explained how my plan had been working over the previous year and what I could do to keep it up to date.

Have you seen the outcome you were hoping for?

Yes I’m very pleased with the outcome

What could they have done better?

Actually I was very pleased with the advice I was given . He spent a long time explaining everything to me.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

On taking early retirement from the BBC 30 years ago I wanted advice on investing my redundancy lump sum to give me future financial security.

How has Richard Hitchell helped you?

Richard continued and enlarged upon his father’s work of wise advice and making me feel part of a caring family. He has always been available to talk to and very helpful and reassuring.

Have you seen the outcome you were hoping for?

I am more than happy with what Richard has achieved on my behalf and am never worried about the future.

What could they have done better?

Nothing!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

The financial adviser we had been with for many years retired and his business was sold to Hitchell Financial Planning. On his recommendation we transferred our business to them.

How has Richard Hitchell helped you?

Richard's gave us advise on inheritance planning.

Have you seen the outcome you were hoping for?

His advice was very helpful and has brought about the outcome we were hoping for.

What could they have done better?

The advice we where given achieve what we wanted and could not have been presented or carried out any better.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

moving my mother into a care home

How has Richard Hitchell helped you?

sorted out everything -investments, pension transfers, finaince and inheritance planning

Have you seen the outcome you were hoping for?

yes

What could they have done better?

very little. have been impressed consistently.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an adviser?

Richard's company and the previous owners have always managed my private works pension

How has Richard Hitchell helped you?

Richard enabled me to access the drawdown of my pension which I needed to do because of my personal financial circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

General financial advice.

How has Richard Hitchell helped you?

Great help in keeping tabs on our investments.

Have you seen the outcome you were hoping for?

Yes. In all matters.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Took early retirement.

How has Richard Hitchell helped you?

Richard is our adviser for our pensions and has assisted with advice on other money matters.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I was planning my retirement and needed an expert helping hand.

How has Richard Hitchell helped you?

Richard helped me by consolidating my various pension plans and investments to obtain optimum results.

Have you seen the outcome you were hoping for?

Yes. I am very happy with the outcome.

What could they have done better?

I feel they did everything to my satisfaction.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I am an elderly lady who needs professional help

How has Richard Hitchell helped you?

He has been great - reassuring, always there when I need him. Couldn't ask for better

Have you seen the outcome you were hoping for?

Indeed

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Previous financial advisor retired and Hitchell came recommended by my previous FA

How has Richard Hitchell helped you?

Richard helped in providing a complete overview of our savings, mortgage and pensions and provided sound advice and a plan for the future

Have you seen the outcome you were hoping for?

Yes, mortgage paid off and financial independence.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Vale of Glamorgan

What were the circumstances that caused you to initially look for an adviser?

All round management of finances to meet our medium and long term financial goals.

How has Richard Hitchell helped you?

Richard and his team have advised us on aspects of our financial affairs for number of years.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I don't believe any aspect of the service we have received could have been improved.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I received information a few years ago that i had a pension that i was unaware of.

How has Richard Hitchell helped you?

He informed me how he would invest and added my 2 other pensions together.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing i have nothing but praise for them.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

We needed expert advice

How has Richard Hitchell helped you?

We were able to discuss our financial needs with him and the best way for us to invest

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Needed to invest a lump sum

How has Richard Hitchell helped you?

He gave you excellent advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No I don’t think so

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Retirement package

How has Richard Hitchell helped you?

Discussed all the options and gave us good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It's always been good

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension advise and trusted investment planning

How has Richard Hitchell helped you?

With ask the above

Have you seen the outcome you were hoping for?

Yes. Very happy with the return on investment

What could they have done better?

No

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an adviser?

Moving into a care home and selling the house.

How has Richard Hitchell helped you?

He gave us advice on the best way to invest our money safely to get the return we needed

Have you seen the outcome you were hoping for?

We have

What could they have done better?

Nothing he was excellent, patient, professional, giving clear explanations

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Existing investments matured and needed more age-appropriate investment vehicles.

How has Richard Hitchell helped you?

Advised on IHT planning and arranged reinvestment of funds into IHT limiting vehicles (AIM portfolios/ISAs)

Have you seen the outcome you were hoping for?

Yes to the reinvestment process completed and funds ringfenced for exclusion from IHT. I will wait to see whether the investments are successful.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Had money sitting in a bank account not making any returns on it. Also needed advice on my pensions. As they were all in different pots.

How has Richard Hitchell helped you?

Help to invest in a range of products that have provided a far greater return than any bank or building society. My pension is now all in one place. And now get advice on how best to approach retirement. With options on the most tax efficient way to proceed

Have you seen the outcome you were hoping for?

Could not have made the investment choices without Richard. The outcome has far exceeded anything I could have wished

What could they have done better?

Nothing really. Has always kept in touch throughout the pandemic. Via phone, email or teams.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

I needed to get an income from my savings

How has Richard Hitchell helped you?

He guided me in the right direction

Have you seen the outcome you were hoping for?

Definitely

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Decided to put all my pensions into one pot and Richard facilitated that for me.

How has Richard Hitchell helped you?

See above.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Some of existing savings on deposit were not returning value for money

How has Richard Hitchell helped you?

We had an exploratory meeting to discuss objectives and how Richard's firm worked and services offered. After agreeing a strateg, lots of questions around circumstances, objectives, risk analysis, he provided a casflow analysis of existing and potential future returns.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No, returns were very much in line with expectations and discussions.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

We have been clients for many of years

How has Richard Hitchell helped you?

Steered us how to make decisions about capital received after selling business. Helped in planning for my wife’s pension fund.

Have you seen the outcome you were hoping for?

Yes , managing everything the way I want with changing circumstances during difficult times during Covid.

What could they have done better?

Nothing I can say at the the present

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

To much money just in banks

How has Richard Hitchell helped you?

Invest in balanced portfolio which is also tax efficient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I had acrued savings but did not know how best to invest

How has Richard Hitchell helped you?

Firstly with great patience! He listened, explained and came up with a plan.

Have you seen the outcome you were hoping for?

So far not bad at all. Much better than I would or could have done.

What could they have done better?

Perhaps more regular check ins but he is always available so this is not a problem.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for an adviser?

I had a large sum of money that I wished to invest and also to receive a monthly income from

How has Richard Hitchell helped you?

He gave me sound advice on how and where to invest and get the best possible return for my money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing happy with all that has been done for me

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Divorce

How has Richard Hitchell helped you?

Sound advice for what best to do with my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

We have been clients of Hichells for many years, having been referred to them by Zurich and we have been impressed with their advice, experise and professional approach, which far exceeded the performance of earlier recommendations made by previous IFAs

How has Richard Hitchell helped you?

Richard has helped us in four main ways; first by reorganising our holdings of ISAs to maximise our income and growth, secondly by finding far better terms for our supplementary stakeholder pensions, thirdly by reinvesting our savings to provide enhanced income and improved growth, and lastly by ensuring our investments and life assurances were arranged for the most efficient mitigation of Inheritance Tax (IHT) liability.

Have you seen the outcome you were hoping for?

So far.

What could they have done better?

I can think of no way in which the service could be improved.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

With the begining of a family, over 31 years ago, I was advised by a firm who subsequently passed the business to Hitchells on their retirement.

How has Richard Hitchell helped you?

Richard has helped me organise my pension plans and to reassure me that, as a self employed musician, I was saving enough to keep me from poverty in my retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am satisfied with the outcomes so far.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

A complex array of pension arrangements needed to be consolidated.

How has Richard Hitchell helped you?

Richard researched the pensions I had and recommended a consolidation strategy that provided a good pension income whilst consistent with my appetite for risk.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Richard manages my portfolio on an ongoing basis and makes recommendations for change as necessary.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

For the first time in my life, I needed some professional advice

How has Richard Hitchell helped you?

He understood what I needed ( turning capital into income) and clearly presented the best ways to achieve it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Bristol

What were the circumstances that caused you to initially look for an adviser?

Needed guidance due to my self employed status.

How has Richard Hitchell helped you?

Lots of great advice tailored to my slightly unusual situation!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Richard took over from my previous financial advisor who I was very happy with and as Richard was recommended by my previous advisor I trusted that my investments would continue to be looked after and I have to say that happily this has been the case.

How has Richard Hitchell helped you?

He helped me get organised with my finances and came up with a good solution to top up my pension income.

Have you seen the outcome you were hoping for?

So far, yes, considering that we live in very uncertain times.

What could they have done better?

For the moment I cannot think of anything.

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Richard

Richard has been most helpful to me. He has always explained everything very clearly and has taken time to make sure I am aware and agree with the investments he is making for me, which I really appreciate.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Pre-retirement planning, pension planning, investment of savings and inheritance funds.

How has Richard Hitchell helped you?

As cautious, nervous investors, Richard has proved invaluable advising us on the best options for my pension and our savings over a number of years. As ‘risk averse’ clients it is particularly important to have complete trust in our financial advisor and he has always offered sound advice, explaining the reasoning behind our decisions clearly and patiently. Richard is always on hand if we have any questions or concerns, and keeps us up-to-date with the progress of our plans. I would have no hesitation in recommending his services.

Have you seen the outcome you were hoping for?

Although some of the investments are in their early years and viewed as long term, early signs are very encouraging.

What could they have done better?

Nothing, we have no issues with the service Richard has offered.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

i needed advice on my pension

How has Richard Hitchell helped you?

he advised me on the best way to invest my pension

Have you seen the outcome you were hoping for?

yes

What could they have done better?

i think they looked after my interests well

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I wanted to ensure that money was invested tax efficiently, with the necessary degree of diversification and would guarantee me a secure and reliable income.

How has Richard Hitchell helped you?

I was originally advised by John, Richard's father, prior to his retirement. I have enjoyed a long and happy relationship with both John and Richard and always appreciated their assistance.

Have you seen the outcome you were hoping for?

Generally speaking, Yes.

What could they have done better?

I am happy with the advice I receive on a regular basis and do not consider it can be improved upon.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Shropshire

What were the circumstances that caused you to initially look for an adviser?

I looked for advice when my work pension. started to come to maturity

How has Richard Hitchell helped you?

Richard initially helped me with pension advice as a work pension matured. I was extremely pleased with the initial advice and outcome. I then moved forward with Richard providing 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.

Have you seen the outcome you were hoping for?

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.

What could they have done better?

There is nothing Richard could have done better. He has continued to discuss financial options which he feels would be beneficial, and leave them for my consideration to take up or not as I see fit.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I am recently divorced and needed financial advice with pension sharing

How has Richard Hitchell helped you?

He guided me through my options in language I could understand and showed me how my pension would give me income in retirement

Have you seen the outcome you were hoping for?

I will do in retirement! It is all in place for when I retire.

What could they have done better?

No I was very happy with the advice and the outcome

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I wanted to increase insurance and pension cover and consolidate investment s.

How has Richard Hitchell helped you?

Richard assessed my current situation, explained the options and guided me through the process.

Have you seen the outcome you were hoping for?

I feel I'm much better covered and have a plan which will help provide a pension. It has given me peace of mind.

What could they have done better?

It is a very complex business for the layperson so perhaps an idiot's guide to terms and systems may have been useful.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I reached retirement age and I wanted to consolidate several occupational pensions and investments.

How has Richard Hitchell helped you?

He spent a lot of face to face time over a couple of months clarifying my objectives before tidying up my savings, pensions and investments.

Have you seen the outcome you were hoping for?

Yes. After 12 months, a positive outcome of his recommendations but early days.

What could they have done better?

He has done all that has been asked for. Very professional and generous with his time to explain and justify his proposed strategy for my portfolio.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I had two pension funds that needed dealing with on retirement, but annuity rates were so low I was reluctant to go down that route.

How has Richard Hitchell helped you?

Richard patiently explained my options and came up with a solution that offered flexibility as well as income, and gives me the opportunity to react to future developments. He also gave me invaluable advice on dealing with my mother's financial portfolio.

Have you seen the outcome you were hoping for?

I think it fair to say the outcome has exceeded my expectations.

What could they have done better?

I have no suggestions to make. Richard's help and advice was exactly what I needed.

Richard's reply

Thank you John for the kind review - much appreciated!

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

the need for advice following receipt of an inheritance and early retirement.

How has Richard Hitchell helped you?

He helped us to combine short and medium-term planning for income with sound long term strategic investment.

Have you seen the outcome you were hoping for?

Yes. We are enjoying reasonable income and feel that our investments are being well handled.

What could they have done better?

Nothing

Richard's reply

Thank you Graham for the kind review - much appreciated!

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Richard Hitchell helped you?

He took over from his father who was my original advisor more than twenty years ago and has further developed the company. The whole Hitchell family are great friends now, Richard has taken the business to new heights and it’s efficient, up to date and friendly.

Have you seen the outcome you were hoping for?

Yes-without doubt.

What could they have done better?

Not much in my opinion. Financial advice is very complicated in this modern but trying world in which we live. Richard has all the qualities to help me understand my own personal situation.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Understandably of my requirements.

How has Richard Hitchell helped you?

He took over from his father,

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. His father was before him

Review from verified client

December, 2018

Overall

Service

Advice

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Needed to invest for better return

How has Richard Hitchell helped you?

Planning and help in choosing right investment for us.

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

Reduce charges!

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Retirement and down sizeing

How has Richard Hitchell helped you?

Good advice and helpfulness matched with kindness

Have you seen the outcome you were hoping for?

YES

What could they have done better?

Not a lot

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Derbyshire

What were the circumstances that caused you to initially look for an adviser?

I was retiring and wanted advice regarding my pension pot.

How has Richard Hitchell helped you?

He was able to talk me through all the options and put together a package that best suited my circumstances.

Have you seen the outcome you were hoping for?

I have indeed and couldn't be happier.

What could they have done better?

I can't think of anything that could have been better. He was very patient and explained everything to me. The positives and possible pitfalls. He has also kept in tough with me to check that I am still happy with everything.

Review from verified client

December, 2018

Overall

Value

Service

Advice

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

I needed help with investing some money and I was recommended to Richard's father by a friend who had been very impressed with the services they had received. Richard took over my portfolio following his father's retirement.

How has Richard Hitchell helped you?

By - giving sound financial advice in an easy to understand way. - ensuring easy access and availability - providing a regular newsletter on relevant issues

Have you seen the outcome you were hoping for?

Yes I have been pleased with the outcomes.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

The fact that I live on my own and felt vulnerable

How has Richard Hitchell helped you?

In all the above ways

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an adviser?

Hitchell Financial Planning had taken over from my previous financial adviser when he retired. I have always been happy with their services and contacted Richard when I wanted to access my drawdown pension.

How has Richard Hitchell helped you?

Richard very clearly explained how a drawdown pension works, and really helped me find the specific portfolio that would best suit my needs.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

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. I can't really think of any constructive suggestions.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Initially to get guidance on making savings and mortgages.

How has Richard Hitchell helped you?

Richard took over a previous arrangement we had with an advisor, on his retirement. He has been very helpful and responsive to issues we have raised with him, and so when I became a trustee of a legacy, he was the first person we turned to.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He has always done what we had hoped for.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Trying to find out the options of my private pension.

How has Richard Hitchell helped you?

Richard Hitchell helped by being very clear and explaining in great detail what my options were. He was very professional and reassuring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing more that I can think of at this point in time.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

We received some inheritance money.

How has Richard Hitchell helped you?

Setting up our portfolio

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

We would like more active contact on a regular basis. We are not very competent in this area.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Financial advice on how to best invest an inheritance and make regular savings while I was still working.

How has Richard Hitchell helped you?

He gave me helpful financial advice based on my risk assessment and suitable for my circumstances at that time.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Quite happy with the professional service offered and I know if I have any queries, I can pick up the phone and speak to Richard.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Retirement with a lump sum and some personal savings both of which I wanted to invest in the best way for future security.

How has Richard Hitchell helped you?

He continued and where necessary up-dated the professional advice originally given by his father.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

As I am no financial expert I have no idea if he could have done better but his advice of going for low to medium risk investments has given me peace of mind and the steady income I was looking for. He is always pleasant to meet and easy to talk to.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Wanted to invest some savings.

How has Richard Hitchell helped you?

Gave me advice.

Have you seen the outcome you were hoping for?

Not completely but this is due to Brexit etc.

What could they have done better?

I do not know if he could have done anything better under the circumstances.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Ayrshire

What were the circumstances that caused you to initially look for an adviser?

To help us invest money from the sale of our family house

How has Richard Hitchell helped you?

He was very patient, taking time to explain the options available.

Have you seen the outcome you were hoping for?

Yes, we are happy

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

New mortgage on new property. Porting a company pension to private pension.

How has Richard Hitchell helped you?

Sought out the best offers and secured a mortgage I did not think was possible (but was financially responsible). Sorted everything with the lender. Explained everything in ways I could follow and understand my commitments. Supported me throughout. Successfully and effectively moved my pension.

Have you seen the outcome you were hoping for?

Yes, I got the house I wanted and Hitchells even sent me flowers the day I moved in. Despite being very low risk, the pension is performing as I was told it would.

What could they have done better?

Continued persistence on calls to update on progress and opportunities.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Aberdeenshire

What were the circumstances that caused you to initially look for an adviser?

Pension provision

How has Richard Hitchell helped you?

Establish the correct, risk-adjusted pension portfolio to meet my requirements

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I inherited a small amount of money and needed advice on investments

How has Richard Hitchell helped you?

Gave sound advice on how I could invest cautiously

Have you seen the outcome you were hoping for?

yes, although in the current political turmoil the financial situation is rather worrying

What could they have done better?

I wouldn't know, I'm no expert that's why I go to Richard who I would highly recommend

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I had savings to invest and was looking for a good return

How has Richard Hitchell helped you?

advised on method of investing that suited my needs

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I don't know that he could have done better. The reason I go to him is because he is the expert in this field and I trust his judgement.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Worcestershire

What were the circumstances that caused you to initially look for an adviser?

A (small)lump sum when I retired in 1994 and I was recommended to ask John Hitchell (Richards Father) how best to invest it.

How has Richard Hitchell helped you?

Richard continued his fathers advice .

Have you seen the outcome you were hoping for?

I only have a small account but have a much better return on my investments than I would have done.!!

What could they have done better?

Don’t think Richard could have helped me any better. As a person with NO knowledge of finances,he does his best to keep advice simple and understandable.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Previous adviser retired. Richard recommended.Investing

How has Richard Hitchell helped you?

Investing inthe right funds.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No comment.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

My husband already used Richard for financial advice for his pension. I had been poorly advised several years ago about a pension with a previous employer, so was keen to get the best from my pensions.

How has Richard Hitchell helped you?

He sorted out my savings and ISAs so that I was getting a better return. He also advised me on getting a better return on a private pension I had taken out that I had forgotten about.

Have you seen the outcome you were hoping for?

Yes the return on my savings has increased overall. I also have a better understanding of my pension rights.

What could they have done better?

nothing

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

We were left some money through inheritance.

How has Richard Hitchell helped you?

He advised us how to proceed and gave excellent advice about how to invest for the future.

Have you seen the outcome you were hoping for?

Yes, definitely.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I have been a client of Richard's for some years. I was recently unsure whether my many and separate accumulated private pension funds would be sufficient to allow me to retire. I needed to understand what my assets were, how they could be aggregated and invested and what the resulting income might be.

How has Richard Hitchell helped you?

Richard put much effort into understanding and then explaining to me what my various pension holdings were. He advised me on how the funds differed, how they could become available to me and how best they should be invested in order to match my appetite for risk. He modelled his advice using software that helped me understand the underlying assumptions and the expected outcomes.

Have you seen the outcome you were hoping for?

Yes. I am updated by Richard in the event of significant market factors or any recommended changes in the strategy that I should follow.

What could they have done better?

I do receive full and detailed reports on investment performance from Richard but by their nature these can be difficult and time consuming to navigate. Alongside this, perhaps a one page comparison of how major assumptions had panned out in the year would be useful.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

My husband and I were `passed on`to Richard from a previous advisor

How has Richard Hitchell helped you?

He was very helpful in sorting out our rather tangled financial situation

Have you seen the outcome you were hoping for?

Yes and successfully followed the reports we have been sent

What could they have done better?

I can't really think of anything to comment on here

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

business owner with a private pension and savings

How has Richard Hitchell helped you?

Gave great advice about investing savings and getting the most from ISAs etc that were earning minimal interest.

Have you seen the outcome you were hoping for?

Yes although I invested in High Risk Stocks and Shares I appreciate that these can rise and fall depending on the economic climate. However over the years my savings have increased to level I am satisfied with. My Pension fund has certainly benefited from Richard's financial advice.

What could they have done better?

Nothing that I can think of

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

To invest savings.

How has Richard Hitchell helped you?

Professional and pleasant personal service at a good pace with explanation of all options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Monthly reviews

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Wanted to make sure my money was not sitting in a bank earning little interest.

How has Richard Hitchell helped you?

Suggested cautious investments.

Have you seen the outcome you were hoping for?

Yes, I’m making a bit of money without too much risk.

What could they have done better?

Nothing.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Accumulation of funds doing nothing in my bank account

How has Richard Hitchell helped you?

Discussed and clarified my financial goal and identified the best place to invest.

Have you seen the outcome you were hoping for?

As I have only invested a short time ago, I am not expecting any miracles

What could they have done better?

I cannot think of anything that could have been done better at the moment

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Looking for a future gain for my children.

How has Richard Hitchell helped you?

Gave good advice for future prospects.

Have you seen the outcome you were hoping for?

Considering the current markets, hoping things will get better!

What could they have done better?

Richard ,always very approachable giving good advice.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest my retirement lumpsum.

How has Richard Hitchell helped you?

I completed his survey which told him what sort of investor I am. He gave me good advice which means my lumpsum gives me a good return.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

When I retired I have a variety of different pensions which needed sorting out.

How has Richard Hitchell helped you?

He gave me sound advice and helped me amalgamate the pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was very pleased with his service.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Richard inherited our business when our previous adviser retired several years ago.

How has Richard Hitchell helped you?

Has given very sound advice on managing our money in a difficult financial climate. He understands our attitude to risk and has helped us accordingly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very pleased with the service

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Cardiff

What were the circumstances that caused you to initially look for an adviser?

Plan for the future

How has Richard Hitchell helped you?

Richard is exception in his approach. He consistently measures our current financial position against our ultimate goals and provides us with the information we require. His approach is thoughtful and constructive whilst always remaining realistic. Most importantly he regularly checks whether our life plans have changes and accordingly helps us manage our investment strategy.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Needed expert advise for retirement and future financial planning.

How has Richard Hitchell helped you?

Fully explained and advised on the best options available.

Have you seen the outcome you were hoping for?

Not as yet, still in the early stages of investment.

What could they have done better?

Nothing more. fully satisfied with all aspects of the service provided.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

money to invest

How has Richard Hitchell helped you?

arranged for me to invest my money so that i could have security over the years

Have you seen the outcome you were hoping for?

yes

What could they have done better?

quite happy with everythig

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Financial advice on pension policy and investment income

How has Richard Hitchell helped you?

Outlined plans to centralize pensions and investments for best return and tax benefits.

Have you seen the outcome you were hoping for?

Not as yet. Still pending full investments.

What could they have done better?

Nothing really.

Review from verified client

November, 2018

Overall

Value

Service

Advice

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Needed to invest income from sale of properties to provide a fair return while still being readily available if and when needed and to provide for our grandchildrens needs.

How has Richard Hitchell helped you?

Fully explaining advantages and risks of investments.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Very little. Always friendly and approachable and always gives honest, well informed advice.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Richards father contacted me about 15 years ago and was very helpful in suggesting various investment ideas which I followed generally. His business acumen was passed on to his son Richard who has also been very helpful in planning investments and savings. Richard comes to my home two or three times a year to discuss any outstanding matters and also supplies me with a written report on current affairs.

How has Richard Hitchell helped you?

As mentioned above. He is always prepared to spend a considerable amount of time in visiting or on telephone calls to give advice or make helpful suggestions. I have been very pleased with the way in which things have gone under his guidance.

Have you seen the outcome you were hoping for?

Yes - in general although the current UK situation is making things less clear than one would like.

What could they have done better?

I have never felt so and am more than happy by leaving our relationship as it is.