We provide comprehensive Independent Financial Planning and Advice to Private Clients and SME Businesses and their owners, centred on creating and preserving wealth - for your family, for your business - for your future.
Our expertise and holistic financial advice is delivered through longstanding relationships with clients, bringing clarity to the questions and needs you may have across the following Financial Planning and Wealth Management areas:
Pensions & Retirement Planning
When do you want to retire and how much income will you need?
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested
Life Assurance/Income Protection
How much would your family need to maintain their lifestyle if you die prematurely? Would you require a regular income or cash sum if you suffered a serious illness or disability?
Are you making the best use of any spare capital or surplus income?
The value of the investments and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate Auto-Enrolment
We are based from our home of Rottingdean and provide independent financial advice to clients across Brighton and Hove, Lewes, Peacehaven, Seaford, Eastbourne and across Sussex, the South East and up to the City of London
We hope you find the site both useful and informative. If you do have any suggestions, we always welcome your feedback, so please Contact Us