Hicks & McNish
Chartered independent financial advisers – Mid, East and West Devon.

Extensive experience managing the wealth of individuals, families and entrepreneurs across the West Country

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 or visit our offices at Hicks & McNish LLP, Suite 6, Bridge House, Okehampton, Devon EX20 1DL.

Chartered Status

Why we're proud to be Chartered

From our offices in Okehampton, Devon, Hicks & McNish Independent Financial Advisers are one of only a few firms in the South West that have 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.

Chartered independent financial advice Devon and South West, pensions, Inheritance Tax, retirement planning, life assurance or investments
Chartered independent financial advisers Devon and South West, pensions, Inheritance Tax, retirement planning, life assurance or investments

About Us

Hicks & McNish are a Devon-based Chartered Independent Financial Advisers and have been established for over two decades, providing clients with truly local personal financial planning advice service from our Okehampton offices and across the South West. 

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Chartered independent financial advisors Devon and South West, pensions, Inheritance Tax, retirement planning, life assurance or investments

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. 

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Chartered independent financial advisors Devon and South West, pensions, Inheritance Tax, retirement planning, life assurance or investments

Our Approach

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

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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
Email: kevin@hicksandmcnish.co.uk

Charterd Financial Planners

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