Personal investment advice – whether you’re saving for your first home or planning for the long term

Investing wisely is a key part of any financial planning, whatever stage of life you’re at. Whether you’re keen to get on the property ladder, want to save for the future or have inherited a lump sum, investing in products chosen to meet your objectives can help you meet your goals.   

Your dedicated independent financial advisers will take time to understand your circumstances, your risk preferences and your ambitions and then devise an investment solution optimised to match your requirements, whether you’re looking for growth or income. And we’ll provide the level of review and management that you want.

We can also advise on existing investments – including investment and cash assets, multiple pension pots and pension cash payments – streamlining and simplifying if necessary to create the right portfolio for you. Our aim is to make the complicated simple, so you can relax, knowing your investments are being managed expertly.

Based in Brighton, we’ve been successfully managing investments for clients in Sussex, Surrey, London and across the UK for 70 years.   

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