Eleanor Whitaker
Planning consultant. Focuses on whole-of-life plans and retirement income sequencing for couples approaching leaving work.
About
A Lower Smithaming practice built for careful financial conversations
Crown Hill Advisory exists for people who want independent UK financial advice without being hurried into a product. We work with households and business owners who value clear fees, written plans, and time to decide.
Origin
Why we opened the doors
The practice began after years of watching clients leave bank appointments with new policies but little sense of how pensions, mortgages, and protection fitted together. Crown Hill was set up to slow that conversation down: gather the facts, model the cash-flow, and only then discuss whether a product change is needed.
We remain a client-facing advisory firm, not a fund manager. When implementation is required, we research the market and explain charges before you instruct us.
People
Who you will meet
Advice is delivered by people who know UK pensions, protection, and household tax wrappers — not by anonymous call centres.
Marcus Hale
Investment and director planning. Works with owner-managers balancing company contributions against personal goals.
Priya Nair
Client liaison and protection reviews. Helps gather statements and keeps remortgage and cover checks on schedule.
Values
How we treat the relationship
Plain fees
Planning fees are quoted before recommendations are written. Implementation charges, if any, are agreed separately.
Evidence first
We model cash-flow against your stated goals before discussing funds, cover, or transfers.
Room to decline
You can take our written plan and instruct another firm — or do nothing — without a hard sell.