Business Details
17 Years
experience
Independent Financial Advisers in Horsham
Established in 2009, we provide independent lifestyle financial planning tailored to individual life stories and goals. Our approach prioritises understanding clients' personal circumstances, whether they are business owners, planning retirement, navigating divorce, or already retired. We operate with full transparency, offering fair fees agreed upfront while maintaining independence from product providers to ensure unbiased advice. Our team, led by Chartered Financial Planner John Surgenor, combines decades of experience with a commitment to ethical practice and client-centric service.We serve clients across the South East from our base in Horsham, enhanced by our partnership with Origen Financial Services since 2025. Our expertise extends to investment strategy, pension management, and financial solutions during life transitions. We actively support Neuroendocrine Cancer UK through awareness initiatives and free financial guidance for affected families, reflecting our dedication to both professional excellence and community impact.
Services
Financial Planning
Retirement Planning
Divorce Support
Investment Strategy
Pension Management
Details
- Year established: 2009
Highlights and features
- We maintain independence from product providers to offer unbiased advice
- Our client-centric approach focuses on personal life stories and goals
- Specialised expertise in retirement planning, divorce financials, and business owner solutions
- Transparent fee structure agreed upfront with no hidden charges
- Enhanced service capabilities through partnership with Origen Financial Services
Associations and certifications
- Chartered Financial Planner (CII)
- Fellow of the Personal Finance Society (PFS)
- Appointed representative of Best Practice IFA Group Limited (FCA 223112)
What people say
Personalised service
Expert divorce support
Clear communication
Long-term planning focus
Ethical approach
Services
Financial Planning
We create comprehensive financial plans aligned with personal life goals and circumstances. Our approach considers current assets, future aspirations, and potential challenges. By focusing on individual stories rather than generic solutions, we help clients achieve financial security through tailored strategies that adapt to changing life situations.
Retirement Planning
Our retirement planning service helps clients determine optimal retirement ages and income requirements. We analyse existing pension provisions, investment portfolios, and potential tax implications to create sustainable income streams. The service includes scenario planning to ensure financial stability throughout retirement while maintaining flexibility for changing circumstances.
Divorce Support
We provide expert financial guidance during divorce proceedings, including asset division and future financial planning. Our specialists help clients understand their financial rights and create realistic post-divorce budgets. The service includes actuarial reports and long-term financial projections to support fair settlements and future independence.
Investment Strategy
Our investment approach focuses on achieving specific financial goals through diversified portfolio management. We assess risk tolerance, time horizons, and income requirements to create bespoke investment plans. Regular reviews ensure strategies remain aligned with market conditions and personal circumstances while maintaining transparency about fees and performance.
Business Owner Services
We help business owners maximise financial opportunities through succession planning, tax-efficient structures, and exit strategies. The service includes cash flow analysis, investment planning, and retirement integration. Our approach ensures business assets contribute effectively to personal financial goals while maintaining operational flexibility.
People
John Surgenor
Chartered Financial Planner
With over 35 years' experience in financial services since 1987, John established Barrington Hamilton in 2009 to provide lifestyle-focused financial planning. As a Chartered Financial Planner and Fellow of the Personal Finance Society, he combines technical expertise with a compassionate approach to client relationships.
Questions
What areas do you cover?
We primarily serve clients across the South East from our Horsham base, with flexible meeting arrangements to accommodate client needs.
How are your fees structured?
Our fees are transparent and agreed upfront, with no hidden charges or commission-based incentives affecting our recommendations.
What specialisms do you offer?
We specialise in retirement planning, divorce financials, business owner solutions, and investment strategy development.
How do you ensure unbiased advice?
As independent financial advisers not tied to specific providers, we recommend solutions solely based on client needs and circumstances.
What accreditations do you hold?
We maintain Chartered Financial Planner status with the CII and are Fellows of the Personal Finance Society.
How do you support clients during life transitions?
Our approach focuses on understanding personal circumstances to create adaptable financial plans that evolve with changing life situations.
Reviews (1)
Phil Harvey
Apr 21, 2021
Report
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.
