Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 1962, Hutt Professional Financial Planning is a family-run business with over 50 years of experience in providing independent financial advice. Our mission is to help clients achieve financial independence, security, and peace of mind through a holistic approach to financial planning. We specialise in pensions, investments, mortgages, and life insurance, guided by values of discretion, knowledge, and ethical practice. Our team of highly qualified advisers, including industry-recognised professionals, delivers bespoke solutions tailored to individual client needs. As an FCA-authorised firm, we prioritise transparency, integrity, and long-term client relationships.Our expertise in navigating complex financial legislation ensures clients receive proactive, jargon-free advice. With a heritage rooted in trust and client-centric service, we continue to serve clients across the UK from our Leamington Spa base. Our commitment to excellence is reflected in our rigorous six-stage advice process, which ensures comprehensive, client-focused outcomes. We invest in cutting-edge financial planning software to enhance service delivery and client satisfaction. Our reputation, built on decades of client referrals, underscores our dedication to exceeding expectations in every aspect of financial advisory services.
Services
Pension Advice
Investments
Mortgages
Life Insurance
Inheritance Tax Planning
Financial Planning
Retirement Planning
Details
- Year established: 1962
Highlights and features
- We offer over 50 years of experience in financial planning
- Our team consists of certified experts with industry-recognised qualifications
- We provide a holistic approach to financial advice
- We are regulated by the Financial Conduct Authority
- We pride ourselves on long-term client relationships built on trust
Associations and certifications
- Financial Conduct Authority
What people say
Personalised advice
Long-term trust
Expertise in pensions
Client-focused approach
Sound financial guidance
Services
Pension Advice
Our pension advice service helps clients navigate complex retirement planning needs. With 50 years of expertise, we assess individual circumstances to create tailored strategies ensuring financial security in retirement. We specialise in maximising tax efficiency and adapting to legislative changes to protect clients' largest assets.
Investments
We offer proactive investment management tailored to risk profiles. Our research-driven approach includes model portfolios and customised solutions, with regular monitoring to align with clients' financial goals. We prioritise transparency and client education in all investment decisions.
Mortgages
Our mortgage advisory service covers residential and commercial needs. With access to the whole market, we provide impartial guidance on first-time purchases, buy-to-let, and re-mortgaging. Our expertise ensures clients secure optimal rates and terms for their property investments.
Life Insurance
We offer comprehensive life assurance solutions including term, whole-of-life, and critical illness cover. Our approach focuses on protecting loved ones through tailored policies that address individual risk profiles and financial obligations, ensuring peace of mind for clients and their families.
Inheritance Tax Planning
Our IHT planning service helps preserve wealth across generations. We develop strategies to reduce tax liabilities through legal exemptions and gifting strategies. With expertise in current legislation, we ensure clients' estates are structured efficiently to protect family assets.
People
David Hutt
Managing Director
Fellow of the Chartered Institute of Securities and Investment, David has shaped financial advisory standards through his work on examination boards. With over 30 years' experience, he established Hutt Professional Financial Planning, maintaining his father's legacy of integrity in client relationships.
Tom Hutt
Financial Planner
Qualified with DipFA and CeMAP certifications, Tom specialises in holistic financial planning. With a decade of experience, he focuses on retirement planning and mortgage solutions, combining technical expertise with a client-centred approach to build long-term financial security.
Tom Hinds
Financial Planner
With a decade in financial services, Tom offers expertise in investment strategies and wealth preservation. His client-focused approach combines technical knowledge with practical solutions for retirement planning and intergenerational wealth transfer, ensuring clarity and confidence for clients.
Michelle Peake
Administrator
Michelle manages pension administration with over 20 years' experience in financial services. Holding the Financial Planning Certificate, she ensures meticulous attention to detail in managing client portfolios, providing essential support to the advisory team's client service commitments.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, mortgages, life insurance, and inheritance tax planning, offering comprehensive financial solutions tailored to individual client needs.
How long have you been in business?
We've been providing financial advice since 1962, with over 50 years of experience helping clients achieve their financial goals through our family-run business.
Are you regulated by any official body?
Yes, we're authorised and regulated by the Financial Conduct Authority, ensuring our services meet strict professional standards and client protections.
What areas do you cover?
Based in Leamington Spa, we serve clients across the West Midlands, Warwickshire, and throughout the UK with our financial advisory services.
What makes your financial advice different?
Our approach combines decades of experience with a client-centric philosophy, offering jargon-free advice tailored to individual circumstances and long-term financial objectives.
Can I get a free initial consultation?
Yes, we offer a free, no-obligation initial meeting to discuss your financial needs and determine how we can help you achieve your financial goals.
