We’re Independent Financial advisers
Being independent ensures you are getting the best quality financial advice. Independent means we are not tied to any investment firm or insurance company, meaning we can use any provider on the market that best suits our clients needs.
Highly qualified with years ahead of us
Did you know the average financial adviser is aged 58?
This poses a huge problem in the advice market, with nearly 40% expected to retire in the next 10 years. If you’re working with, or looking to work with, an IFA…where do you think your adviser will be in 10 years time?
We’re a little younger (over 20 years!) and this provides some benefits:
You know we’ll be by your side up to retirement, at retirement and beyond
We are here to innovate and embrace technology, which ultimately helps our clients
We are full of beans and ready to work hard for you, not winding down to retirement
We bin the jargon
We are here to help you understand your finances, not confuse you. We always keep our conversations and advice at a high level, ensuring you understand and feel comfortable every step on the way.
Making money is the easy part
Although part of our role is to ensure your investments grow, this is the easy part. Money is a tool to help you achieve the life you want.
We will focus on your plans, help you establish your goals and work out a plan to achieve this.
|Address||Unit 5, English business park English Close|
|Phone Number||01273 076587|
Products & Services
We are a financial planning firm based in Hove, East Sussex. We help individual and corporate clients across Sussex and the UK with pensions, investments and insurance.
· Our mission is simple – help more people engage with their finances to secure their own financial future.
· We ditch the jargon and focus on YOU and your financial plans.
· We embrace technology and use cutting-edge software to help you visualise your financial future.
Promotions & Discounts
We offer our first meeting at our costs, to establish how we can help