Hamilton Pullen Financial Planning LTD

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Hamilton Pullen Financial Planning LTD I have worked in financial services for over 30 years and provide broad-based financial advice.

It is always lovely to receive feedback, but even more special when it comes from the wonderful people you have the priv...
15/10/2026

It is always lovely to receive feedback, but even more special when it comes from the wonderful people you have the privilege of working with.

Am feeling very Blessed

Janette first found me through a shared social media group,  a wonderful example of the genuine and positive connections...
17/09/2026

Janette first found me through a shared social media group, a wonderful example of the genuine and positive connections that social media can create.

From our very first conversation, it has been an absolute privilege to get to know Janette, understand what matters to her, and help make her finances feel clearer and less daunting, which for many is true. As with her and many of my clients who chose to work with me, I chuckle and tell them ... they are officially stuck with me forever now that they are part of the Hamilton Pullen Financial Planning family😀

It was also wonderful to meet Janette’s two incredible daughters and begin guiding them as they take their first steps towards managing their own money and investments. Starting early can be very powerful, and the knowledge and habits they develop now could make such a difference to their futures. Janette has clearly done a fantastic job raising two lovely young women.

Thank you, Janette, for your kind words and for placing your trust in me. This is exactly why I love what I do.

Today would have been my gran Joy’s birthday. She passed away at the age of 91, and it was a privilege for our family to...
11/09/2026

Today would have been my gran Joy’s birthday. She passed away at the age of 91, and it was a privilege for our family to be there for her throughout her later years.

As our parents and grandparents grow older, conversations about the future can sometimes feel difficult. However, planning can make an enormous difference, not just for the individual, but also to the family members who may eventually support and care for them.

Later-life financial planning can help families consider:

• Whether there will be sufficient income and savings
• How the possible cost of care could be managed
• Whether Wills and Lasting Powers of Attorney are in place
• How wishes can be clearly understood by loved ones

A financial plan is far more about just figures. It can provide clarity, reassurance and support for the whole family during some of life’s most important, and sometimes most challenging, stages.

Remembering Joy with much love today. ❤️

Money can sometimes arrive at the most emotionally difficult moments in our lives, such as through inheritance, losing s...
24/08/2026

Money can sometimes arrive at the most emotionally difficult moments in our lives, such as through inheritance, losing someone we love, or divorce.

For many women, this may also be the first time they have had sole responsibility for making important decisions about property, pensions, investments, or a significant amount of money. It can feel incredibly overwhelming, especially when they are already trying to cope with a huge amount of change in their lives.

Having been through a divorce myself, as well as the loss of my sister, I understand that these experiences involve far more than finances. While no two situations are ever the same, I do find that some women feel more comfortable speaking to another woman who can relate to at least part of what they are going through.

Financial planning is not simply about numbers or where to invest money. It is about having someone you trust, feel comfortable talking to, and someone who will take the time to walk the journey alongside you.

Money can sometimes arrive at the most emotionally difficult moments in our lives, especially following an inheritance, ...
21/08/2026

Money can sometimes arrive at the most emotionally difficult moments in our lives, especially following an inheritance, bereavement or divorce.

For many women, this may also be the first time they have had sole responsibility for making important decisions about property, pensions, investments or a significant amount of money. It can feel incredibly overwhelming, particularly when they are already trying to cope with a major change in their lives.

This article resonated with me personally. Having been through a divorce myself, as well as the loss of my sister, I understand that these experiences involve far more than finances. While no two situations are ever the same, I do find that some women feel more comfortable speaking to another woman who can relate to at least part of what they are going through.

Financial planning is not simply about numbers or where to invest money. It is about having someone you trust, feel comfortable talking to, and who will take the time to walk the journey alongside
you.

Most importantly, you don’t need to make every decision immediately. Take your time, ask questions, and make sure you have the right people around you.

This is a really worthwhile article for anyone whose financial circumstances have changed unexpectedly:

Losing a partner, a parent, or going through a divorce, are among the most difficult life experiences you can face. It can happen quickly too, without much warning. Not only will there be strong and complex emotions to deal with, but for many women it means a sudden and significant change to their f...

There’s something really special about being surrounded by people who just get it. A couple of days ago I had a such a s...
13/08/2026

There’s something really special about being surrounded by people who just get it.

A couple of days ago I had a such a super time connecting with a wonderful group of fellow SJP Partners. Some have been doing this for years, some are relatively new so everyone is at a different stage of their journey.

I love these get togethers because there is always something to learn from one another, someone to lean on, or simply someone who understands the challenges, the highs and the lows, because they have been there too.

If you know me well you know that community has always been something I value enormously, both personally and professionally as we are not meant to do everything on our own, and I think there is a real strength in surrounding yourself with good people who support, encourage and challenge you.

I loved the catch up and the laughs …and boy were there many 😂

Feeling very grateful for this community and the people within it.

Lets make the time to connect. It’s worth it

The less you leave to chance, the more you leave behind, don't you think?When I sit with clients, and we talk about tax ...
28/07/2026

The less you leave to chance, the more you leave behind, don't you think?

When I sit with clients, and we talk about tax planning or estate planning, it’s rarely just about numbers. It’s mostly always about family.

Because actually it's about wanting to know that the life you have built, the long hours, the sacrifices, and all those careful decisions will definitely benefit the people you love.

Do you often think about how much of life we can’t control? Let's change it to how much we CAN. And, it starts with choosing to be intentional.

A little time spent planning today, reviewing allowances, structuring investments properly, and checking beneficiary nominations can mean more of your legacy will reach the right hands tomorrow. And, no, not because we are trying to avoid something. But because we care. Remember, legacy is not just about money. It’s about:

Thoughtfulness. Responsibility and Love.

A really important question to ask you, the Business Owner. Could your business survive without its most important perso...
15/07/2026

A really important question to ask you, the Business Owner. Could your business survive without its most important person?

Here is a recent client situation ...
A really successful architectural company employes 18 people. One of the directors generates most of the new business, manages the largest client relationships, plus oversees the day-to-day running of the company.
But the unthinkable has happened, at the age of 46, she has suffered a serious illness and now unable to work for several months.

Almost overnight, the business is faced with difficult questions such as :

1) How will the business replace the lost income
2) Where will the money come from to recruit or train someone to step in?
3) How will ongoing loan repayments be met if profits fall?
4) What impact will this have on employees, clients and future growth?

Thankfully this particular business did plan ahead. They had the right protection in place, which has provided a cash injection at a time when the business needed it most, helping to protect its finances while they adapting to this very difficult situation

No one likes to think about these situations, but they happen more often than we realise. Life is unpredictable.

As business owners, we insure our premises, vehicles and equipment, so why don't we do the same for the people who drive the success of the business?

I honestly believe the most valuable conversations are the ones we have before they are needed most.

Watching someone you love go through illness has a way of putting everything into perspective.Over the past few weeks, s...
03/07/2026

Watching someone you love go through illness has a way of putting everything into perspective.

Over the past few weeks, spending time with my dad in hospital certainly put things into perspective for me because I realised how things can change so quickly. When we worry about someone's health, the last thing you want is the added stress of wondering how the bills will be paid or how long you can afford to take time away from work.

It is why I am so passionate about income protection.

For many of us, our biggest asset is not our home or our savings and/or investment balance. It is quite honestly our ability to earn an income. If that income suddenly stopped because of illness or injury, what would happen?

This is especially important for anyone who's self-employed or whose family relies on their income. Having the right protection in place can mean one less thing to worry about when life throws the unexpected your way.

It's not a conversation any of us particularly enjoy having, but it's one of the kindest things we can do for ourselves and the people we love.

Take care of your health, your family... and the income that makes everything else possible.

In a world that often feels focused on deadlines, targets, and to-do lists, it’s important to remember that strong profe...
25/06/2026

In a world that often feels focused on deadlines, targets, and to-do lists, it’s important to remember that strong professional relationships are built through genuine human connection.

Some of the most valuable conversations happen away from the desk, and investing time in friendships, colleagues, clients, and our wider network can make all the difference.

Grateful for the people I get to work alongside and the connections that make the journey so rewarding.

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Exeter
EX51FY

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