Lifestyle financial planning

Meet your team

letterhead

John Surgenor

Chartered Financial Planner

Meet John

John at work

I’ve worked in financial services since March 1987 and I founded Barrington Hamilton in February 2009. I’m a Lifestyle Financial Planner and specialise in helping clients prepare for retirement by helping answer their ‘big’ questions. Because of my pensions expertise, I work with a number of trusted family and divorce lawyers.

 

John at home

I’ve been married to Lee for 13 years and have two adult children. Outside of work, I enjoy reading, especially history books, fly-fishing, gardening and supporting Leeds United. We have two cute Jack-A-Poos – Archie and Winnie – and love walking them at weekends.

I’m actively involved with Neuroendocrine Cancer UK and was delighted to be asked to become an Ambassador. My ‘alter ego’ is Financial Guidance Guy; offering free financial guidance and opinion to families affected by Neuroendocrine cancer.

 

Important information

We strongly recommend that you check the credentials of any financial planner or adviser before you decide to work with them. Any FCA registered financial professional will have an annual Statement of Professional Standing (SPS). You can view John’s by clicking here.

 

Likes

Dislikes

  • The M25
  • Animal cruelty
  • People getting ripped off by rogue ‘advisers’
  • Large restricted advice firms
  • Tomato ketchup

Amelia Aitchison

Financial Planner

Meet Amelia

Amelia at work

I am a Lifestyle Financial Planner at Barrington Hamilton. I have worked in financial services for more than 10 years, and I specialise in supporting clients to achieve financial freedom.

We’re based in Haywards Heath and Shoreham, providing genuine lifestyle financial planning services to clients throughout the south-east.

We look beyond your finances and focus on you: your story and your life goals.

We focus on working with clients seeking an ongoing, long-term trusted partnership with a financial planner.

We’re independent and committed specialists. We’ve honed our expertise to provide the greatest value to those who’re either planning retirement, retired, divorcing or business owners.

Want to find out how we can help you secure your financial future? Get in touch.

Amelia at home

Outside of work, I enjoy yoga, spicy food and travelling. I am getting married, so there’s lots of wedding planning on the horizon – I do enjoy a plan! I have a large, clumsy lab called Ben who keeps me laughing, and we love new country walks with him in the South Downs.

Likes

Dislikes

  • Cleaning in general – which includes cleaning the car
  • Traffic jams
  • Box-ticking exercises
  • People who don’t say it as it is

“Be who you are and say what you feel, because those who mind don't matter, and those who matter don't mind.”

Bernard M. Baruch

Fancy a chat?

We’d love to hear your story and find out what you want the next chapter to be.