James Hitchell

I have been a financial planner since 2002 having joined the family business after completing my degree in Liverpool and spending time out travelling the world. As a co-owner of the business, we focus on continuing the traditions started over 40 years ago of treating clients as ‘part of the family’. My particular areas of interest are investments, pensions (both pre and post-retirement) and inheritance tax planning. To improve my knowledge I became a Chartered Financial Planner from the Chartered Insurance Institute in 2017, the culmination of three years of study whilst advising. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a reasonable level of technical knowledge but most importantly the ability to listen and connect with what really matters to clients. I have a great team behind me, as I will admit paperwork isn't my strongpoint, but will always try to be available when clients need me and promptly return calls or emails. My spare time tends to revolve around my family. I recognise how fortunate I am and try to give something back to the community via the Openwork Foundation which currently means acting as ambassador in the South East region. Outside of work I am a lifelong Liverpool fan and can occasionally be found hacking around a golf course. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Approved by The Openwork Partnership on 26/10/2023. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.