Expert advice to create the financial freedom and security you’re looking for
- Because peace of mind is priceless
- Because you want advice and service tailored to you
- Because you want an adviser who can help with all your financial planning
For growth and income – we create an individual portfolio for you
Expert advice, including pension transfers
The right protection – in case the worst were to happen
Peace of mind in case you were no longer able to work
Efficient inheritance tax and estate planning
Qualified advice to enable you to make the most of your assets
Effective planning for later-life costs such as care
You’ve worked hard for your money – so it’s right that you expect it to work hard for you, to give you the income, lifestyle and financial freedom that you want.
Our expert financial planners take time to understand your personal goals and circumstances, and then devise bespoke solutions to meet your needs. We’re independent, so we can explore all products to find the best fit for you.
We provide a quality, personal service; you’ll speak to the same people every time and we’ll provide the level of support and review you want. Our aim is to build successful, long-term relationships to enable us to support your best interests efficiently and at reasonable, competitive rates.
Although our clients typically come to us to solve a particular problem, we always look at the wider picture, to make sure that all your financial solutions fit together to create a complete jigsaw that supports your wider goals. Crucially, we have the qualifications to enable us to provide holistic financial planning advice, including equity release, tax and later-life planning, so you have all the support you need through your dedicated, personal adviser.
Based in Brighton, we’ve been successfully helping clients in Sussex, Surrey, London and across the UK plan for their financial futures for 70 years.
Request a consultation
Our expert wealth management advisers will be delighted to answer your queries