Why choose us?
There are many reasons why our clients choose to work with us. Here are just a few.
We're experts
Kevin Hicks is a Chartered Financial Planner. This means that he has achieved the highest standard of qualifications and experience in the financial planning profession. So you can be confident that your financial planning is in expert hands.
We’re a family business
With us, you can be sure of a personal and personable service from our friendly advisers. We’ll always know you by name and have a thorough knowledge of your circumstances. We've got a succession plan in place, so we'll be here for you in the years to come.
We’re local
We focus on serving clients in Holsworthy, Okehampton, Launceston, Bude and right across West Devon and North Cornwall. We aim to be your local ‘go-to’ financial expert. We’ll happily meet you in person at your home, at our office or your local café if you wish.
We’re independent
We’re not tied to any providers. We have ‘whole of market’ access to all products and services, which means that we can find those which best meet your specific requirements. We believe this is the most beneficial approach for our clients.
We’re supported
As part of the Sense Network, we’ve got the back-up and support of a national financial services network designed specifically to provide services to forward-thinking firms like ours. With access to back-office systems and compliance support, we can focus on delivering great service to our clients.
If you would like to know more about us, please click here.
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Why our clients love working with us
Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions reassuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.
During the years we have been with Kevin we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with you.
Kevin, I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated.
Thank you so much, Kevin, for all your support and advice over the years. I wouldn’t be where I am today if it wasn’t for you.
We now know that we’re receiving proactive advice and that we have an expert keeping an eye on our finances.