Who is HJP Chartered Financial Planners and what do they do?

We believe in building long-term relationships so we can offer financial advice at every stage of your lives. HJP Chartered Financial Planners aims to empower our clients to make better financial decisions, and we do this by delivering our financial advice in a simple, jargon-free way. Our service offer includes:

• A comprehensive and long-term financial planning service unique to you
• Detailed financial advice, recommendations, and solutions
• Clear, concise, and timely communication by your preferred choice
• Professional, qualified staff who will treat you fairly and with consideration
• Absolute privacy and confidentiality at all times.

What does a financial adviser do?

Essentially, a financial planner or adviser will work with you to help achieve your financial goals. It could be saving for your first home, saving for your retirement, protecting your family, or just feeling more confident and secure with your finances.

A financial adviser should not be telling you how to manage your finances. They work with you to establish a unique plan for your goals and circumstances. Financial advice is also not a one-off transaction, you will work collaboratively on an ongoing basis as personal situations change.

What services do HJP offer?

Our team of financial advisers hold a range of specialisms to help you, whether you wish to review your current pension scheme, design an investment planning strategy, plan your legacy with inheritance tax planning, protect your family or you are a business owner who needs to navigate a range of services in the corporate world.

You can read more at www.hjpcfp.com/advice-and-services

How is HJP Chartered Financial Planners different from other financial planning firms?

We are a friendly, Dorking-based firm which offers financial advice in a simple and jargon-free way. Experience tells us everyone is unique, so we provide a bespoke service with tailored solutions aiming to achieve your specific and long-term financial objectives.

You will have a dedicated financial adviser who will work together with other specialists within HJP where appropriate. We have access to the latest technology which we use to support regular face-to-face, telephone, video and email contact.

As a firm we are also Chartered Financial Planners. This title is awarded by the Chartered Insurance Institute (CII) and means we adhere to and maintain standards of excellence in qualifications, ethics, business practices and professional development. In short, we have made a public commitment to professionalism and are wholly committed to providing the best possible advice, service and support to our clients.

We believe financial freedom should be accessible to everyone and want to make a difference to clients, our people, and the local community. We make the time to provide financial education to schools and work with local charities.

Our Values

• Compassionate
• Aspirational
• Responsible
• Everyone

You can read more about our company values and what you can expect from us in our ‘Who We Are’ brochure: 

What is included if I become a client at HJP Chartered Financial Planners?

We maintain regular communication with you to ensure you are kept fully informed of how your money is being managed and up to date with all the latest economic information, including any key changes that may affect your financial future.

Our personalised service includes:

• Regular Review Meetings: Your financial adviser will arrange meetings at least once a year to ensure your financial plan still corresponds with your life goals.
• Wealth Account: This is an annual statement sent detailing the value of all your St. James's Place investments and policies held.
• SJP APP: A simple, user-friendly way to manage and keep track of your investment performance and financial position.
• Client Communications and Events: There is also a range of exclusive financial communications, briefings and client events for you to choose from, to ensure you are kept up to date with all the latest economic information including any key changes in taxation.
• E-Briefing Service: By signing up to our E-Briefing service, you will receive key market and economic news and information on investment and pension planning. You are in control of how often these are emailed to you, and which topics you hear about.
• Quarterly Investment Magazine: A quarterly publication that includes features and interviews with some of the fund managers that are available through St. James's Place. This provides an excellent insight into their views on the current markets as well as their views for the future.
• Videos: Where appropriate we produce informational videos with tips around financial planning and market updates.

How many advisers are there at HJP Chartered Financial Planners?

We currently have ten Financial Advisers working at HJP Chartered Financial Planners. You can view the full team plus a bit about us all on our Meet the team page 

How long has HJP Chartered Financial Planners been established for?

First established in 1990 as HJP Independent Financial Advisers and mainly operated in the local Dorking area.

We became a Partner Practice of SJP in 2017 and updated our company name to HJP Chartered Financial Planners.

We are now Appointed Representatives of SJP and service over 2,000 clients across Surrey and the wider area.

Who is St. James's Place?

SJP is one of the UK’s largest financial advice companies, with a 4,834-strong Partnership of highly qualified advisers, over one million clients, who trust them with funds of over £212.36 billion as 30 September 2025. SJP recognise that no single investment house has a monopoly on investment expertise. Hence, they provide access to a carefully selected group of external managers of outstanding ability to manage their range of funds.

HJP Chartered Financial Planners is a Partner Practice of St. James's Place (SJP). This means that SJP guarantee the suitability of the advice given by our advisers when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

How safe are my pensions and investments at St. James's Place?

It's important to us that investors have the reassurance that their investment is protected in the unlikely event of St. James's Place suffering any financial difficulties.

Read more about how your investments are protected.

More information on why people are making claims or how to make a complaint.

How do I find the HJP Chartered Financial Planners offices?

Our offices are situated at the end of the one-way system on South Street, Dorking opposite The Queens Head pub. Our address is 176 South Street, Dorking, Surrey RH4 2ES.

Parking is situated on site by driving through the archway to the left of the building.

Like to know more?

Contact us for any further information

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.