Private Clients

At Hicks & McNish, we provide financial planning services for private clients across Devon and the South West, whether they are saving for their first property or taking drawdown from their retirement funds.

Hicks & McNish is not tied to any provider of financial products, meaning we have access to the whole market. All of our advisers are either Chartered or on the pathway to obtaining Chartered status, so you know you’re in good hands.

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. However, once that bond develops, we find that our clients stay working with us for many years.

Contact us if you require any further information

Why use Hicks & McNish?

Best advice

We are not tied to any high-street bank or building society and can therefore offer truly independent advice.

Simplifying the process

We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.

Easy to understand

We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.

Relationships

You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.