The clout of a market leader with caring, personal service
- Because you want quality, friendly service.
- Because you want the very best expertise.
- Because you want one trusted, independent solution provider for all your financial needs.
Meet our friendly, caring, expert team
Proud to support our local community
We’ve been helping individuals and businesses plan successfully for their financial futures for 70 years.
We build long-term relationships with our clients, providing comprehensive financial solutions, from their first saving plan through to retirement and inheritance planning. We are delighted that most of our business comes from personal recommendations – looking after second and even third generations of the same family is a real testimony to the quality of the service that we provide consistently over time.
Our clients stay with us for the quality, personal service that we offer, combined with modern efficiency, market-leading products and competitive prices. Their personal advisers get to know them and their changing circumstances, and so provide a service tailored to their individual needs. And they love that our experts are easy to get hold of when they need us.
Our expertise means we save our clients time and deliver peace of mind, finding solutions to even the most complex challenges so that they have the assurance that their finances are properly in order.
We understand that planning for your financial future and taking care of your loved ones – whether in your personal life or by ensuring the financial security of your business – are among the most important things you will ever do. That’s why we never cut corners – we do things the right way, even if it’s harder.
We’re proud to be a family run firm, based in, Brighton, supporting individuals, couples, families and businesses across Sussex, Surrey, London, the UK and the world.
Request a consultation
Our expert wealth management advisers will be delighted to answer your queries