Barrington Hamilton Personal Asset Management Ltd
BH
Financial Advisors
Barrington Hamilton Personal Asset Management Ltd
Poyningshurst, Haywards Heath RH17 6AD
# Barrington Hamilton Personal Asset Management Ltd
Barrington Hamilton is an independent financial planning firm based in Horsham, serving clients throughout the South East. Founded in 2009 by John Surgenor, a Chartered Financial Planner and Fellow of the Personal Finance Society, the firm takes a lifestyle-focused approach to wealth management rather than a purely transactional one.
The business specialises in advising four key client groups: business owners seeking to maximise opportunities from their enterprises, individuals planning their retirement, those already retired wanting to optimise their financial security, and people navigating divorce settlements. Their case studies demonstrate tangible outcomes, from helping business owner directors plan exit strategies to enabling early retirement and providing post-divorce financial independence.
What distinguishes Barrington Hamilton is their philosophy that financial planning is fundamentally about understanding clients' life stories and aspirations. Rather than offering generic solutions, they examine circumstances holistically—considering inheritance management, redundancy planning, and major life transitions. John Surgenor's 37-year career in financial services underpins an approach focused on delivering genuine value and personalised guidance. The firm emphasises building long-term client relationships and going "above and beyond" to provide exceptional service.
Their independent status means they operate without product bias, and their professional credentials (Chartered status and PFS fellowship) reflect commitment to industry standards and continuous professional development. Client testimonials reveal a firm trusted with significant life decisions and major financial transitions.
Barrington Hamilton is an independent financial planning firm based in Horsham, serving clients throughout the South East. Founded in 2009 by John Surgenor, a Chartered Financial Planner and Fellow of the Personal Finance Society, the firm takes a lifestyle-focused approach to wealth management rather than a purely transactional one.
The business specialises in advising four key client groups: business owners seeking to maximise opportunities from their enterprises, individuals planning their retirement, those already retired wanting to optimise their financial security, and people navigating divorce settlements. Their case studies demonstrate tangible outcomes, from helping business owner directors plan exit strategies to enabling early retirement and providing post-divorce financial independence.
What distinguishes Barrington Hamilton is their philosophy that financial planning is fundamentally about understanding clients' life stories and aspirations. Rather than offering generic solutions, they examine circumstances holistically—considering inheritance management, redundancy planning, and major life transitions. John Surgenor's 37-year career in financial services underpins an approach focused on delivering genuine value and personalised guidance. The firm emphasises building long-term client relationships and going "above and beyond" to provide exceptional service.
Their independent status means they operate without product bias, and their professional credentials (Chartered status and PFS fellowship) reflect commitment to industry standards and continuous professional development. Client testimonials reveal a firm trusted with significant life decisions and major financial transitions.
Services offered
Business owner financial planningretirement planning adviceretirement income managementinheritance planningdivorce financial settlement adviceinvestment portfolio managementfinancial goal settinglifestyle financial planning