Business Details
50+ Years
experience
Trusted Financial Advisers in Leamington Spa
Established in 1962, Hutt Professional Financial Planning is a family-run financial advisory firm based in Leamington Spa. With over six decades of experience, we specialise in pensions, investments, mortgages, and life assurance, offering impartial advice tailored to individual client needs. Our team of highly qualified professionals prioritises financial independence, security, and peace of mind for clients across the UK. We adhere to ethical standards, combining discretion with proactive management to deliver bespoke financial strategies. Our heritage of trust, built through generations, ensures clients receive transparent, jargon-free guidance. We utilise advanced financial planning software to monitor and adapt strategies, maintaining long-term client relationships grounded in integrity.Our services cater to professional, business, and private clients, with a focus on retirement planning, tax-efficient investments, and inheritance tax mitigation. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring compliance with industry standards. Our commitment to client-centric service has fostered organic growth through referrals, reflecting our reputation for expertise and reliability. We provide a six-stage financial advice process, from initial consultation to ongoing progress monitoring, ensuring alignment with evolving client goals.
Services
Pension Advice
Investments
Mortgages
Life Insurance
Inheritance Tax Planning
Details
- Year established: 1962
Highlights and features
- We offer over 50 years of experience in financial advisory services.
- Our team holds advanced qualifications including FCISI and DipFA.
- We provide a six-stage financial advice process tailored to client needs.
- We are regulated by the Financial Conduct Authority for compliance assurance.
- Our client relationships are built on trust, integrity, and transparency.
Associations and certifications
- Financial Conduct Authority
What people say
Personalized service
Expert advice
Long-term commitment
Transparent communication
Trustworthy
Services
Pension Advice
We provide comprehensive pension advice to ensure financial security in retirement. Our experts help clients assess pension sufficiency, manage investments for tax efficiency, and navigate complex legislation. With 50 years of experience, we tailor strategies to individual needs, ensuring clients maintain financial independence regardless of lifespan.
Investments
Our investment services focus on proactive portfolio management aligned with client risk profiles. We offer model portfolios and customised designs, monitored frequently to adapt to market changes. By assessing individual experience and comfort levels, we select funds that balance caution, balance, or adventurous growth strategies for optimal returns.
Mortgages
We offer impartial mortgage advice across the entire market, from first-time purchases to commercial mortgages. Our independent advisers leverage over a century of collective experience to find suitable products, guiding clients through the process. We provide ongoing support throughout the mortgage term, ensuring continued satisfaction and financial alignment.
Life Insurance
Our life insurance services protect clients against unforeseen financial risks. We advise on term assurance, whole of life cover, income protection, and critical illness policies. By understanding individual circumstances, we source cost-effective solutions that safeguard loved ones, ensuring peace of mind through comprehensive coverage tailored to specific needs.
Inheritance Tax Planning
We specialise in reducing inheritance tax liabilities through strategic planning. Our advisers help clients utilise tax-free allowances and implement strategies to preserve wealth for beneficiaries. By addressing potential estate growth and legislative changes, we ensure families retain maximum value, minimising the 40% tax burden on estates exceeding 325,000.
People
David Hutt
Managing Director
Fellow of the Chartered Institute of Securities and Investment, David has over 30 years' experience in financial advice. He established Hutt Professional Financial Planning in 1962, prioritising jargon-free communication and client-centric service. He chairs industry forums and contributes to financial education.
Tom Hutt
Financial Planner
Qualified with DipFA and CeMAP, Tom has 10 years' experience in holistic financial planning. He specialises in retirement strategies, investment management, and mortgage solutions, combining technical expertise with empathetic client relationships to deliver tailored financial plans.
Tom Hinds
Financial Planner
With a decade in the industry, Tom offers expertise in wealth preservation and retirement planning. He holds the DipPFS qualification and focuses on empowering clients through transparent advice, ensuring clarity in complex financial decisions while maintaining a client-first approach.
Michelle Peake
Administrator
Michelle has 25 years' experience in pension administration, holding the Financial Planning Certificate. She ensures meticulous handling of pension documentation and client records, providing essential support to advisers while pursuing advanced qualifications in financial services.
Questions
What financial services do you offer?
We provide pension advice, investment management, mortgage solutions, life insurance, and inheritance tax planning tailored to individual needs.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 472781.
How long have you been in business?
We have operated as Hutt Professional Financial Planning since 1962, with over 60 years of combined team experience.
Do you serve clients outside Warwickshire?
While based in Leamington Spa, we serve clients across the UK, including West Midlands, London, and regional areas.
What is your financial advice process?
Our six-stage process includes goal assessment, current arrangement review, market research, recommendation presentation, implementation, and annual progress monitoring.
Can you help with tax-efficient investments?
Yes, we specialise in structuring investments for tax efficiency, particularly in retirement planning and inheritance tax mitigation strategies.
