HJP Chartered Financial Planners
HJP Chartered Financial Planners is a financial advisory firm based in Dorking, Surrey, providing financial planning advice tailored to individual needs. Their approach focuses on building relationships with clients to assist them in achieving financial goals through customized solutions.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Social Media
Competitors
MVAM Financial Advice is a community-based investment business that focuses on building relationships with clients through communication and trust.
Trentham Invest is an independent financial advisory firm that aims to simplify the complexities of finance, particularly pensions and investments.
Company Details
HJP Chartered Financial Planners is operated by HJP Wealth Management Limited and is a Active company incorporated on 22 November 2016 with the registered office located in Dorking, Surrey. HJP Wealth Management Limited was registered 8 years ago.
Status
Active
Size
Small
Directors
5
Age
8 years old
Employees
24
Turnover
£2.86M
Total Assets
£928.29K
Cash in Bank
£568.93K
Total Liabilities
-£844.93K
Teams
18
12
8
6
1
1
Non Executive Director • Joined Mar 1990
Director • Joined Feb 2017
Administration Manager
Managing Director • Joined Mar 2017
Director Of Finance • Joined Feb 2017
Assistant To Managing Director • Joined Nov 2022
Marketing And Events Manager • Joined Jun 2021
Director And Chartered Financial Planner • Joined Feb 2017
Senior Chartered Financial Planner & Adviser Development Manager • Joined Feb 2010
Administrator • Joined Jul 2024
Non Executive Director • Joined Mar 1990
Director • Joined Feb 2017
Administration Manager
Managing Director • Joined Mar 2017
Director Of Finance • Joined Feb 2017
Assistant To Managing Director • Joined Nov 2022
Director And Chartered Financial Planner • Joined Feb 2017
Financial Adviser • Joined Feb 2017
Financial Adviser • Joined Mar 2017
Chartered Financial Planner • Joined Jul 2017
Administration Manager
Assistant To Managing Director • Joined Nov 2022
Administrator • Joined Jul 2024
Administrator • Joined Jun 2022
Administrator
Financial Administrator • Joined Oct 2022
Marketing And Events Manager • Joined Jun 2021
Director Of Finance • Joined Feb 2017
Director And Chartered Financial Planner • Joined Feb 2017
Financial Administrator • Joined Oct 2022
Financial Adviser • Joined Feb 2017
Financial Adviser • Joined Mar 2017
Chartered Financial Planner • Joined Jul 2017
Financial Planner • Joined Jan 2024
Financial Adviser • Joined Jan 2023
Senior Chartered Financial Planner & Adviser Development Manager • Joined Feb 2010
View 18 members