FCA verified
20th November 2017

Barrington Hamilton Personal Asset Management

Independent Financial Adviser Copper Beech, 33 Whytings, Mannings Heath, Horsham, W Sussex, RH13 6JZ
A Chartered Financial Planner and Fellow of the PFS providing 'whole of market' comprehensive financial planning advice.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Equity release
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
John Surgenor FPFS
Chartered Financial Planner
Where to find us
About us

Barrington Hamilton Personal Asset Management Ltd was set up in early 2009 to offer clients a truly bespoke comprehensive financial planning service. Financial planning is the process of meeting your lifetime goals and aspirations through the efficient management of your finances. We plan with clients rather than for clients and use sophisticated financial planning software to analyse future lifetime cash flows. This takes the guesswork out of our recommendations.

Our services

Our mission statement is ‘to listen to our clients, to hear and understand their life wants, aims and concerns. Then act passionately, morally and responsibly to achieve them’. My core belief and motivation in comprehensive financial planning is the adoption of ‘wealth preservation’ disciplines for clients. I have gained the rare accomplishment of attaining distinctions in all three of the CII's main pension technical examinations. Since the 2014 Budget announcing sweeping changes to how pension benefits can be taken, impartial relevant advice is critical for a client’s future wellbeing.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

My CII Statement of Professional Standing is available on our website. As we are members of Best Practice Chartered Financial Planners network, the only Chartered network in the UK, we have access to an experienced team in compliance support who check client files on a regular basis to ensure we are compliant with the latest Financial Conduct Authority requirements.

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