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Tel: 01892 532700

Email: info@hitchell.com

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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The Team

The team at Hitchell Associates have a wealth of relevant knowledge, experience and qualifications ensuring we are confident of providing you with the best possible financial advice.

Below is a short biography for each of our colleagues.


Richard Hitchell APFS
Richard Hitchell APFS, Chartered Financial Planner
Tel. 01892 532700, Mobile. 07971 838512, Email. richardhitchell.com
Richard joined the practice in 2007. As a Chartered Financial Planner he is one of the most highly qualified UK advisers by examination (source: Personal Finance Society and The Institute of Financial Planning).

To achieve Chartered status Richard has passed the following advanced diploma exams AF1 (Taxes and Trusts), AF3 (Pension Planning), AF4 (investment planning) and AF5 (Financial Planning Process).

Richard enjoys helping clients to simplify complex financial situations and is passionate about the value of ongoing financial planning. He also likes to embrace new technologies and extensively uses Voyant cashflow modelling with his clients. Richard’s interests include hockey, kitesurfing and winter sports

James Hitchell APFS
James Hitchell APFS, Financial Planner
Tel. 01892 532700, Mobile. 07980 554964, Email. jameshitchell.com
Following in his fathers footsteps, James joined the practice in 2002. As a Chartered Financial Planner he is one of the most highly qualified UK advisers by examination (source: Personal Finance Society and The Institute of Financial Planning).

To achieve Chartered status James had taken and passed AF3 (Pension Planning), AF1 (Taxes and Trusts), J10 (discretionary asset management) AF4 (investment planning) and AF5 (Financial Planning Process).

As well as bringing a large number of new clients to Hitchell Associates via referrals, James also advises many of the firm's longer standing clients. James has a particular interest in multi-generational financial planning. His hobbies include most forms of sport but especially football and golf.
Robert Freeman CeMAP
Robert Freeman CeMAP, Mortgage and Protection Adviser
Tel. 01892 554732, Mobile. 07487 787746, Email. roberthitchell.com
Rob joined the practice in February 2015 and specialises in getting the right results for clients with mortgages and protection. Rob had previously been with Global Financial Limited for a number of years as a mortgage adviser.
Sarah Bird Cert CII (MP)
Sarah Bird Cert CII (MP), Mortgage & Protection adviser
Tel. 01892 554732, Email. sarahhitchell.com
Sarah, having previously been a skilled administrator for 10 years, now uses this experience to advise clients. She specialises in getting the right results for clients with mortgages and protection. Sarah joined Hitchell Associates in June 2013 and has a wide range of experience built up from her previous roles within other financial services practices.

Nikki Ludgrove
Nikki Ludgrove , Administrator - Investments & Pensions
Tel. 01892 554734, Email. nikkihitchell.com
We welcomed Nikki to the practice in January 2017. Nikki, is one of our investment and pensions administrators, looking after the day-to-day needs of wealth clients.

Nikki has over 10 years experience in finance & Investment Management, having previously worked for Killik & Co. Stockbroking, Quilter Cheviot Investment Management and Genesis Investment Management

Nikki holds the CFA's investment management certificate (IMC) qualification and is currently working towards obtaining a level 4 diploma with the Personal Finance Society.
Jane Elgar
Jane Elgar, Administrator - Investments & Pensions
Tel. 01892 554733, Email. janehitchell.com
Jane, is one of our experienced investment and pension administrators, looking after the day-to-day needs of wealth clients. Jane has been with us for over 7 years and previously had a variety of roles within IFA and financial service companies.

David Gledhill
David Gledhill, Client Liaison
Tel. 01892 554735, Mobile. 07889 109563, Email. davidhitchell.com
The practice is assisted by David Gledhill. David has many years experience in the industry and was formerly with the Prudential for 23 Years.
Janet James
Janet James, Mortage and Protection Administrator
Tel. 01892 532700, Email. janethitchell.com
Janet joined us in October 2017. She was previously working within another financial planning practice Graham Merrison Associates. Janet brings many years experience of working in the financial service industry
Roy Brooks DipPFS
Roy Brooks DipPFS, Business Quality Consultant
Tel. 01892 532700
Roy brings with him a great deal of experience, having joined the financial services industry in 1975, initially as an adviser, and then as a manager. Roy has worked for a number of large companies managing and developing teams. The skills he acquired then led him to the role of Quality Manager, and since retiring from Openwork he assists on a consultancy basis. Roy has been working with Hitchell Associates for over 13 years.
Chris Barnes
Chris Barnes, Business Consultant
Tel. 01892 532700
Chris assists the practice and adds his valuable business experience to help us deliver to clients the best possible service. Chris has previously been at board level transitioning national IFA practices and now works as a consultant for Openwork.
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 24/11/2017 at 05:35 PM