From our Okehampton offices in Devon, Hicks & McNish Chartered Independent Financial Advisers have been established for over two decades, providing clients with a truly local financial planning advice service.
The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.
We ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:
- Identifying your short, medium and long-term financial planning goals
- Clarifying precisely what you want from life
- Mapping out a route to get you there
- Making easy-to-understand product and investment recommendations
- Adjusting your plan during significant life changes and at regular reviews
Meet The Team
Chartered Financial Adviser and has been in the industry since 1992 after leaving the Royal Airforce as an aircraft engineer. His first role was as an adviser for Lloyds Bank, then onto Whitechurch Securities where he met George McNish. In 2003, Kevin & George formed Hicks and McNish LLP, and the business has flourished ever since.
Kevin lives with his partner Mandy and their black Labrador Skye in Bratton Clovelly, Devon. They enjoy walking on Dartmoor and the coastal paths of Cornwall and Devon.
A keen swimmer, and also enjoys Yoga and meditation. Originally from Essex but moved to Devon in 2015 for a slower pace of life.
Para planner/trainee adviser, Dan holds the diploma in Financial Advice and recently made the transition from the world of Estate Agency to Financial Services. Dan has worked for large firms in Essex and London but wanted a change of direction.
Dan lives in Okehampton, Devon with his partner Michelle and their daughter Bella. He enjoys trying to keep fit, long rides on his motorbike and family time.