Business Details
31 Years
experience
Your Trusted Financial Advisers in Salisbury
Hurst Financial Consultancy is an independent financial advisory firm authorised and regulated by the Financial Conduct Authority. Established in 1995, we specialise in providing tailored financial planning solutions to individuals and businesses. Our team of experienced financial advisers offers impartial advice on pensions, investments, tax planning, and protection services. We pride ourselves on delivering straightforward, jargon-free guidance to help clients secure their financial futures. With over 100 million in managed investments, we combine industry expertise with a client-centric approach.Our services include comprehensive financial health checks, dedicated relationship management, and transparent fee structures. We maintain strong partnerships with professionals such as solicitors and accountants to provide holistic solutions. Our digital tools enable clients to monitor their investments securely online. We are committed to adapting to industry changes while maintaining high service standards. Our Salisbury-based team continues to evolve, ensuring positive client outcomes through modern, proactive financial strategies.
Services
Pension Planning
Investment Management
Inheritance Tax Planning
Critical Illness Protection
Equity Release
Life Assurance
SIPP/SSAS Management
Mortgage Advice
Business Protection
Online Portfolio Review
Details
- Year established: 1995
Highlights and features
- We are FCA-authorised independent financial advisers with access to the full UK market.
- Our team includes specialists with decades of experience in pensions and investment planning.
- We provide tailored financial solutions through dedicated relationship managers.
- Transparent fee guarantee ensures no charges unless we deliver tangible value.
- We combine industry expertise with digital tools for secure online investment monitoring.
Associations and certifications
- Financial Conduct Authority
Services
Pension Planning
We offer comprehensive pension planning services including personal pensions, stakeholder schemes, and self-administered pension plans. Our specialists help clients unlock deferred benefits and manage additional voluntary contributions. We provide tailored advice on pension transfers and retirement income strategies, ensuring compliance with current regulations while optimising tax efficiency. Our approach combines market expertise with individualised solutions for long-term financial security.
Investment Management
Our investment management services cover unit trusts, stocks and shares, offshore funds, and portfolio management. We create diversified investment strategies aligned with clients' risk profiles and financial goals. With over 100 million under management, we focus on growth and income generation while maintaining capital protection. Our team provides regular portfolio reviews and market updates to ensure optimal performance in changing economic conditions.
Inheritance Tax Planning
We specialise in inheritance tax mitigation strategies through will writing, trust establishment, and lifetime ISA solutions. Our advisers help clients protect assets for future generations while complying with current tax legislation. We offer lasting power of attorney arrangements and trust administration services to manage wealth transfer efficiently. Our approach balances legal compliance with practical family needs.
Critical Illness Protection
Our critical illness cover provides financial security through lump sum payments upon diagnosis of serious conditions like cancer, heart attack, or stroke. We design protection plans that complement mortgage and loan requirements while offering flexibility for individual circumstances. Our policies include comprehensive coverage for total disability and long-term health contingencies.
Business Protection
We offer specialist business protection solutions including keyperson insurance, share protection plans, and director pension schemes. Our services help companies safeguard against financial losses from unexpected departures of key staff. We provide funding solutions for shareholder agreements and corporate tax-efficient remuneration strategies tailored to business needs.
People
Mike Hurst
Chairman and Founder
Qualified banker with 40 years' experience, founding Hurst Financial Consultancy in 1995 after roles at Barclays and a Bournemouth firm. Specialised in investment and property purchase advice before transitioning to strategic leadership and team development.
Jon Budden
Director / Investment Adviser
Joined in 2005 with prior experience in private banking. Specialises in retirement planning, estate management, and inheritance tax guidance. Holds advanced qualifications in financial planning and wealth management.
Neil Hall
Consultant
30-year financial services veteran with expertise in pensions, investment portfolios, and equity release. Previously with Prudential for a decade before joining Hurst Financial Consultancy in 2001 as an independent adviser.
Chris Gill
Consultant
25-year industry professional with international experience in Asia and the UK. Holds economics degree from Durham University and Chartered Financial Planning certificate. Specialises in long-term financial strategy and wealth preservation.
Matthew Plumb
Admin Team
Supports client services with administrative expertise, ensuring efficient implementation of financial solutions and client communication.
Questions
What financial services does Hurst Financial Consultancy offer?
We provide pensions, investments, tax planning, inheritance tax advice, life assurance, equity release, and business protection services.
Are Hurst Financial Consultancy regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 448150).
Can I view my investment portfolio online?
Yes, we offer secure online portfolio reviews with daily updates and valuation tracking.
How does Hurst Financial Consultancy charge for services?
We operate a transparent fee guarantee with no charges unless we deliver demonstrable value.
Do you offer business financial protection services?
Yes, we provide keyperson insurance, share protection, and director pension planning solutions.
Where is Hurst Financial Consultancy based?
Our registered office is in Salisbury, Wiltshire at Chequers Court, 33 Brown Street.
