Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success.

Having goals gives focus and direction. That's where Hicks & McNish can help.

We are Chartered independent financial advisers, which means our duty is solely to you – our client.

Read more to find out about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Chartered Status

Why we're proud to be Chartered

Hicks & McNish has been awarded the prestigious 'Chartered Financial Planners' status by the Chartered Insurance Institute (CII). This is the industry's gold standard. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII.

When you use a Chartered firm, you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity. Only the UK's premier financial planning firms qualify for Chartered status.

Charterd Financial Planners
About Us

About Us

Hicks & McNish are based in Devon and have been established since two partners working for the same company in the 90s believed they could offer a more personal service.

Read More
About You

About You

We will work closely and empathetically on your terms and at your pace – not ours. After all, it takes time to develop a trust-based relationship.

Read More
Our Approach

Our Approach

At Hicks & McNish, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

Read More

Having sought your financial services some years ago, I have always found your advice to be sound and the clarity with which you have explained my questions re-assuring. I would like to take this opportunity to thank you for all you have done for me over the years and going forward.

Mrs T

During the years we have been with Hicks & McNish we have found you to be very accommodating. Any queries we have had have always been dealt with immediately, efficiently and sympathetically. We have no hesitation in continuing our relationship with Hicks & McNish LLP.

Mrs J

I want to thank you so much for being ready to help me all of the time, especially when caring for my late husband and the time after his passing. I just want you to know how much you are appreciated

Mrs W

Thank you so much for all your support and advice over the years I wouldn’t be where I am today if it wasn’t for you.

Mr H

Contact Us

Hicks & McNish LLP
Suite 6, Bridge House,
Okehampton, Devon EX20 1DL

Tel: 01837 318 401

Charterd Financial Planners

Knowledge Centre

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.

Financial News