Barrington Hamilton Personal Asset Management

Independent Financial Adviser  Copper Beech, 33 Whytings, Horsham, West Sussex, RH13 6JZ
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FCA authorised
Last authorised 16th November 2020
Independent, lifestyle financial planning from a Chartered financial planner. We specialise in advising people who are: business owners, planning for retirement, already retired or divorcing. We look beyond your finances to focus on you and your story.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
John Surgenor
Chartered Financial Planner
About us

Barrington Hamilton was established by independent, Chartered financial planner, John Surgenor, to provide genuine lifestyle financial planning. As a team we go above and beyond to provide the best possible service to our clients.

Every client has a story. And we’re 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.

If this sounds like you, please get in touch and tell us your story.

Our services

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.

We 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 in Horsham, we work with clients throughout Sussex and West Kent.

• Specialists: we’ve honed our expertise to work with people who’re either planning retirement, retired, divorcing or business owners.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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 (<url hidden>) under reference 496085.

Copper Beech, 33 Whytings, Mannings Heath, Horsham, West Sussex, RH13 6JZ

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