Based in Horsham, we provide financial planning services to clients throughout the South East. Our Financial Planner, John Surgenor, has worked in financial services since 1987. As a Chartered Financial Planner (CII), and Fellow of the Personal Finance Society (PFS) John continually strives to represent the best of the financial profession.
As a team, we go above and beyond to provide the best possible service to our clients. Find out how we've helped our clients to achieve their goals and write the next chapter of their lives. Andrew and his partner Tim are joint directors of Kingfisher Independent Funeral Services Ltd. We've helped them both to utilise their business so that they'll have enough money to achieve their future plans.
As a team, we go above and beyond to provide the best possible service to our clients. Find out how we've helped our clients to achieve their goals and write the next chapter of their lives. Andrew and his partner Tim are joint directors of Kingfisher Independent Funeral Services Ltd. We've helped them both to utilise their business so that they'll have enough money to achieve their future plans.
Services
We know that we're not the right fit for everyone. 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.
It's important to have a financial planner who takes the time to understand where you are in life, where you want to get to and most importantly what lifestyle you want to enjoy. The skill of a Lifestyle Financial Planner is understanding your goals and desires and keeping you on track to achieve them.
I'm a Lifestyle Financial Planner and specialise in helping clients prepare for retirement by helping answer their 'big' questions. Because of my pensions expertise, I work with a number of trusted family and divorce lawyers. I've been married to Lee for 13 years and have two adult children. Outside of work, I enjoy reading, especially history books, fly-fishing, gardening and supporting Leeds United.
As lifestyle financial planners, we go above and beyond the minimum standards set by the Financial Conduct Authority (FCA). Instead, we strive to make ourselves better, to deliver the best possible service. The Chartered status is a recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions.
First and foremost, we're here to provide you with value for money. If we don't believe that our fees will deliver a value which exceeds our fee at the outset, we'll let you know. The initial meeting that we undertake to understand your desires and goals, is entirely at our expense. During this meeting, we'll also explain how we work and the next steps, before you decide to work with us.
Reviews (1)
Phil Harvey
Apr 21, 2021
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Positive: Professionalism
I have dealt with John for a few years now and have found him to be very professional and offering good advice based on our own personal circumstances and objectives. At John's recommendation, I recently made some changes to my investment portfolio and this provided some very positive results even in these uncertain times.
I have dealt with John for a few years now and have found him to be very professional and offering good advice based on our own personal circumstances and objectives. At John's recommendation, I recently made some changes to my investment portfolio and this provided some very positive results even in these uncertain times.
