Website Call now
Website
Call

Planned Today for a Brighter Tomorrow

We are a family-run business with a rich history dating back to 1978, when our founder, John Hitchell, decided to leave a secure job at a high street bank in search of a more personal and fulfilling way to serve clients. As a family-run practice, we pride ourselves on offering a friendly and professional advisory service, where our clients are treated like part of our extended family. We have built our reputation on offering expert independent advice, while always placing the needs of our clients at the heart of our business.

What We Do

We provide a comprehensive range of financial planning services, designed to give you clarity over your current financial situation and a roadmap to your future goals. Our services are tailored to meet the specific needs of six distinct groups of clients, each with their own unique financial planning requirements. These groups include those who are approaching retirement, business owners, and those who are planning for retirement or are in later life. We also offer specialist advice for bereaved clients, helping them to manage their financial affairs during a difficult time.

At the heart of our approach is the belief that financial planning is not all about your money; it's about you, your life, and what you want to get out of it. Whether your goal is to work towards a happy retirement, achieve long-term financial security, or protect your loved ones, we are here to help you make it happen.

How We Work

We believe that the best financial plans are those that are tailored to meet the specific needs and goals of each individual client. That's why we take the time to get to know you, your financial situation, and your ambitions for the future. By understanding what matters most to you, we can create a financial plan that is truly personalized to your needs.

Our long-term planning approach is designed to help you make the most of your money, both now and in the future. We can help you understand your tax-free allowances, advise on the best ways to manage your money, and create an investment plan that is tailored to your appetite for risk. We can also help you set up a pension scheme in a tax-efficient manner and provide expert advice for bereaved clients, helping them to manage their financial affairs during a difficult time.

Our Story

In 1978, our founder, John Hitchell, had just taken the difficult decision to leave a secure job with a high street bank. He was frustrated by the corporate, target-driven culture of the banking industry and felt that there must be a better way to treat clients. So, he set up his own business, with a firm belief in treating clients like part of the family.

Over the past 46 years, we have built a reputation for providing expert financial advice, while always placing the needs of our clients at the heart of our business. We have learnt a lot about what our clients want and need, and how we can best serve their needs. And, while we have grown and evolved over the years, our core values have remained the same - to offer a friendly, professional advisory service that puts our clients first.

Who We Work With

We work with a diverse range of clients, each with their own unique financial planning needs. Whether you are approaching retirement, a business owner, planning for retirement, or in later life, we can help you create a financial plan that is tailored to your needs.

If you would like to learn more about how we can help you, please get in touch. We would be delighted to discuss your financial planning needs and create a personalized plan that is tailored to your goals and ambitions.

Reviews
Positive: The exceptional customer service and high-quality expertise provided by Hitchell Mortgage Solutions have made them highly recommended to everyone.

Exceptional Customer Service

Hitchell Mortgage Solutions has received widespread acclaim for their outstanding customer service. All reviewers have praised the company for their professionalism, knowledge, and expertise in arranging mortgages. The team, led by Robert Freeman and Janet James, has been commended for their exceptional support, fast turnaround times, and patience in dealing with customers' numerous questions.

Smooth and Efficient Process

Reviewers have consistently reported a smooth and efficient process, with mortgages being arranged quickly and without stress. The team's ability to recommend excellent solicitors and work closely with them to ensure a seamless sale has been particularly praised.

Personal Touch

Many reviewers have appreciated the personal touch provided by the Hitchell team, with some noting the compassionate and empathetic approach taken when dealing with customers who are going through a difficult time, such as bereavement.

Highly Recommended

Almost every reviewer has recommended Hitchell Mortgage Solutions to friends, family, or colleagues, citing their excellent service, professionalism, and expertise.

Review Hitchell Financial Planning

Be the first to review Hitchell Financial Planning.

Write a Review