Don’t just take our word for it…

We’re incredibly proud to have won the ‘Small Advice Firm of the Year’ award at the Money Marketing Awards 2019. The judges said:
  • “Handford Aitkenhead is a firm that puts financial planning at the heart of its business”
  • “I would have no issue at all referring clients to the firm”
  • “A highly competent firm” 
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Our videos

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Learn more about working with us

Our videos will help you understand more about financial planning and how we help our clients.

We also explain more about the benefits of working with Chartered Financial Planners.

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What it means to be Chartered

We are proud to be a firm of Chartered Financial Planners. 

We firmly believe that Chartered status is the ‘gold standard’ of financial planning. It means we:

  • Have achieved the highest levels of technical and professional knowledge and competence through professional qualifications
  • Keep our knowledge and skills up to date through continuing professional development
  • Adhere to an ethical conduct, which could be enforced through disciplinary sanctions

It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

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How our clients rate us

We regularly ask our clients about the service they receive from us. Here are the results...
What percentage of our clients are either satisfied, or very satisfied, with the service we provide?
98.55%
What percentage of our clients would recommend us to their friends, family and work colleagues?
97.30%
What percentage of our clients believe that taking financial advice has, or will, help them achieve their goals?
96.00%

What our clients say...

We are delighted that many of our clients have been kind enough to recommend our services.
Alasdair was very professional. He gave me plenty of time to understand my position related to my finances and he was very clear about the risks I would incur if I proceeded with my own ideas. He was very empathetic and concerned about the future of my finances.
Jim has looked after me for some time now and has given sound advice both leading up to and during the early years of my retirement. I will now be looking at inheritance planning and expect to receive the same good advice. His monthly financial report is also helpful.
I needed to get sound investment advice from somebody who I could trust with my finances. As usual I was given an honest opinion on how to get the best out of my investments and savings.
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About us

Discover more about us and how we help our clients meet their financial objectives.

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About you

Learn about the types of clients we work with and how financial planning helps them.

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Client journey

Learn more about the financial planning process and how we work with our clients.

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Client stories

Discover how financial planning has helped our clients meet their financial objectives.

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Meet our team

Planning Team

Jim Aitkenhead

Jim Aitkenhead

Chartered Financial Planner

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Alasdair Walker

Alasdair Walker

Chartered Financial Planner

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Rob Handford

Rob Handford

Chartered Financial Planner

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Laura Ripley

Laura Ripley

Chartered Financial Planner

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Sue Taylor

Sue Taylor

Paraplanner

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Client Servicing Team

Dawn Haynes

Dawn Haynes

Office Manager

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Liz Taylor

Liz Taylor

Investment Administrator

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Louisa Chapman

Louisa Chapman

Reviews Administrator

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Financial news and views

4 reasons not to hold too much cash

Last year the coronavirus pandemic led to market uncertainty and a tricky time for investors. Meanwhile, many found their ability to save increased as lockdowns limited the opportunity for spending….

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