About us

Would you like to build a more secure future for you and your loved ones? Are you wondering at what age you can retire comfortably?
We can help.
We understand that talking to a financial adviser can seem daunting, but at HJP Chartered Financial Planners we won't tell you what to do. We believe in building trusted, long-term relationships so we can empower you to make better decisions with your finances.
What do financial advisers do?
Essentially, a financial planner or adviser will work with you to achieve your financial goals. It could be saving for your first home, building up your pension pot for retirement, protecting your family, or just feeling more confident and secure with your finances.
We work with you to establish a financial plan which is unique to your goals and circumstances. Financial advice is not a one-off transaction, and we understand that ambitions, plans and attitudes towards risk are not universal and can change over time.
What you can expect from us
What makes us different is that we care. We are small enough to have a local, personal feel but large enough to have a group of financial professionals with a full range of expertise, including investment planning trust & estate planning, retirement planning, later life planning and protection planning. We also help business owners achieve their financial freedom more efficiently.
As Chartered Financial Planners, we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII, the industry's gold standard for firms of financial planners.
We are a friendly, Dorking-based firm which offer advice in a simple and jargon-free way. We believe financial freedom should be accessible to everyone and want to make a difference to clients, our staff, and our local community. We make the time to provide financial education to schools and work with local charities.
Our company values are:
Compassionate
Aspirational
Responsible
Everyone
Read our about us page for more information https://www.hjpcfp.com/about
Meet the team at: https://www.hjpcfp.com/about/meet-the-team/listing
Find out more
Get in touch to find out more or to book your initial no obligation, exploratory meeting where you can find out more about how we work and how we can make a difference to you.
Call: 01306 742200
Email: hjpcfp@sjpp.co.uk
Website: www.hjpcfp.com

Trusts are not regulated by the Financial Conduct Authority.

HJP Chartered Financial planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

HJP Chartered Financial planners is a trading name of HJP Wealth Management Limited
SJP Approved 21/03/2024