Longhurst - Wealth management that's good for your soul

WEALTH MANAGEMENT
THAT’S GOOD FOR YOUR SOUL®

WEALTH MANAGEMENT
THAT’S GOOD FOR YOUR SOUL®

Welcome to Longhurst

Longhurst is a human-first financial planning practice which combines inspirational lifestyle planning with expert independent financial advice and wealth management.

Working predominantly with business owners and senior executives, together we will answer your big financial life questions, such as:

How do we put a clear financial plan in place for our future?
Do we have enough money to live a fulfilled and secure life?
Will my family be ok if something happens to me?
How do I ensure my wealth is protected and passed down through my bloodline?
What type of legacy will I leave behind?

We will help you to turn a vague financial future into a vivid one.

We will help you to focus on leading a happier life, not just a wealthier one.

We will encourage you to stop, reflect, and really think about what and who matters most to you.

And, where needed, we will also help to install and build financial confidence.

We help people to visualise and then maximise every possible life opportunity.

Remembering – Life’s not a rehearsal, so let’s get planning!

PA-AWARDS-2023-Best-Retirement-Initiative

International Adviser - Excellence in Client Service

Money Marketing 2023 - Small advice firm of the year

Money Marketing 2023 - Next Gen firm of the year

Money Marketing 2023 - Charity Champion Highly Commended

Human-first financial planning is the process of aligning your use of capital with what matters most to you.

Human-first financial planning is the process of aligning your use of capital with what matters most to you.

We build long-term trusted relationships with our clients where your return-on-life sits at the core of every financial plan we build.

We do this by focusing on three key values:

Humanity

We’re financial experts, and meticulous ones at that, however our real passion lies in the human nature side of our work, with your return-on-life, and not just portfolio balances, being the measure of our success.

Authenticity

We pride ourselves on always acting with transparency and integrity. We create space for honest discussions that put authenticity and honesty at the heart of each and every conversation.

Empathy

We take time to listen and understand how you are feeling. To see the world through your eyes. No judgement and certainly no opinion. Just a simple focus on helping you to live life on your terms.

We promise that throughout our relationship we will care as much as you do about your long-term success.

We promise that throughout our relationship we will care as much as you do about your long-term success.

Client Stories

MEET OUR CLIENTS

You are our client, not your money.
We focus on the person first and the finances afterwards.

You are our client, not your money.

**We typically work with, and add provable value to, households who are**

Looking to invest or grow liquid assets (inc pensions) in excess of £1,000,000, or

Are on a business exit or capital event runway within the next 5 years

Who are also

Looking for a life-long partnership with their financial planner

Seeking a return on life as well as a return on the stock market

In need of help navigating financially destructive landmines

Looking for help to anticipate any life transitions that may lie ahead

Looking to be told what they ‘need’ to hear, not what they ‘want’ to hear

LIKE TO TALK?

Helping you to live a truly fulfilled life.
A life lived without regret.

Helping you to live a truly fulfilled life.
A life lived without regret.

     Excellent  
     Based on 35 reviews 
    
 
 
   
 
 
        
   Jane Vardy 
 8 January 2024
 
 
  I have used Chris's services for a few years now and will continue to do so for the foreseeable future. I trust his advice and guidance where I have limited experience and knowledge about financial matters. He is reliable and pragmatic yet flexible and adaptable. On a personal note, Chris has supported me and my family through changing (and sometimes challenging) circumstances and been a reassuring voice throughout.
  
 
       
   Mia Bessell 
 15 November 2023
 
 
  I’ve never felt silly asking questions to Chris or any of his team at longhurst. Their service is second to none, they manage to work professionally but with all the trust that you would give a close friend. Very highly recommend the longhurst team.
  
 
       
   Elite Access 
 15 November 2023
 
 
  We have been using Chris at Longhurst for a few years now as our financial planner and what a breath of fresh air he is! Great advice, great coaching and just an all round great person to have on your side.
  
 
       
   Grahame Ritchie 
 20 September 2023
 
 
  Have been a client of Chris since before the Longhurst days I have always found his approach so much more involving than pure financial advice.
Having recently retired I was excited to see Longhurst had expanded their services to include comprehensive Estate Planning - something which had been in my thoughts for some time.
Chris was able to outline the process very clearly and illustrate its long term benefits ensuring ongoing security for my family.
  
 
       
   Debbie Locke 
 2 June 2023
 
 
  Longhurst's human-focused approach is what sets them apart from other financial planners. They genuinely care about their clients. It's the extra touches. And their desire to go the extra mile. It's refreshing to work with such a forward-thinking company, driven by Chris, who is one of the most compassionate, honest and genuine people I have met.
  
 
       
   Michelle Harvey 
 27 March 2023
 
 
  Fantastic company to work for, supporting a wonderful group of client households.
  
 
       
   Niall Johanson 
 24 March 2023
 
 
  I have known Chris and Longhurst for many years.  They always show the greatest integrity and go out of their way to provide the very best service available. I would thoroughly recommend them
  
 
       
   Julie Bowring 
 21 March 2023
 
 
  We have worked with Chris and his team for a number of years. Chris is extremely professional, a great communicator and always quick to respond to any queries. Chris goes the extra mile for his clients and we look forward to working with the Longhurst team in the future.
  
 
       
   Paul Quinlan 
 15 March 2023
 
 
  Chris and the team provide an holistic approach to financial and life planning. The financial advice we have received has been exemplary and very timely
  
 
       
   Eddie Hill 
 27 February 2023
 
 
  Chris and the team at Longhurst have looked after our financial affairs for the last 5 years and we would recommend them to anyone looking for a personalised, responsive and very approachable financial planning firm.