Business Details
Expert Financial Advisers in Horsham
Established as a trusted partner in wealth management, we deliver tailored financial solutions grounded in integrity and excellence. Our team combines deep industry expertise with a client-centric approach to address diverse financial goals, from retirement planning to intergenerational wealth strategies. Regulated by the Financial Conduct Authority, we prioritise transparency, ethical practices, and long-term client relationships. With a focus on personalised service, we support clients in navigating complex financial decisions, ensuring clarity and confidence in every recommendation. Our commitment to continuous professional development ensures we remain at the forefront of industry innovations, providing clients with cutting-edge insights and strategies. By maintaining strong partnerships with leading financial institutions, we offer access to a comprehensive range of products and services designed to meet evolving needs.Our dedication to exceptional service is reflected in client testimonials highlighting timely solutions, meticulous attention to detail, and unwavering support. Whether addressing individual or corporate financial requirements, we strive to exceed expectations through proactive advice and bespoke planning. Our practice is built on the principles of trust, accountability, and measurable outcomes, ensuring clients achieve both immediate and long-term financial objectives. Through regular reviews and adaptive strategies, we empower clients to navigate life's financial challenges with confidence and security.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Long Term Care Service
Medical Professionals Services
Business Owners Advisory
Private Client Services
Highlights and features
- We are regulated by the Financial Conduct Authority for compliance and ethical standards
- Our team provides tailored retirement and wealth management strategies
- We offer specialist long-term care fee planning services
- We maintain partnerships with leading financial institutions for comprehensive solutions
- Our advisers deliver timely, client-focused solutions with 20+ years of combined experience
Associations and certifications
- Financial Conduct Authority
What people say
Timely and efficient solutions
In-depth product knowledge
Peace of mind
First class service
Highly recommended
Services
Investment Management
Our investment management service creates tailored portfolios aligned with individual risk profiles and financial goals. We employ rigorous market analysis and diversification strategies to optimise returns while maintaining compliance with regulatory standards. Clients benefit from regular performance reviews and adaptive strategies to navigate changing economic conditions.
Retirement Planning
We design comprehensive retirement strategies considering current assets, desired lifestyle, and tax efficiency. Our approach combines pension consolidation, income projections, and risk management to ensure financial security throughout retirement years. Regular reviews ensure plans remain aligned with evolving personal circumstances and legislative changes.
Protection Planning
Our protection planning safeguards clients against unforeseen events through tailored insurance solutions. We assess individual needs to recommend life cover, critical illness, and income protection policies that provide financial security for dependants while integrating with broader wealth management strategies.
Long Term Care Service
We specialise in structuring financial arrangements for residential and nursing care requirements. Our solutions preserve capital through strategic asset management while ensuring coverage for ongoing care costs, with expert guidance on local authority funding and tax-efficient implementation.
Corporate Services
Our corporate services address business succession, executive compensation, and employee benefits. We work with company directors to develop growth strategies, implement tax-efficient remuneration structures, and ensure continuity planning that aligns with both personal and organisational financial objectives.
People
Daniel Hanbury
Financial Adviser
Daniel Hanbury specialises in lifetime care planning and wealth preservation strategies. With over 15 years' experience, he provides tailored financial solutions for private clients, focusing on intergenerational wealth transfer and retirement income optimisation while maintaining FCA regulatory compliance.
Douglas Hanbury
Team Lead
Douglas Hanbury leads our advisory team with expertise in investment management and corporate financial planning. His client-focused approach combines strategic thinking with meticulous attention to detail, ensuring bespoke solutions that address complex financial challenges across multiple sectors.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, long-term care fee arrangements, and corporate financial advisory services tailored to individual and business client needs.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority under reference number 2403288.
How do you tailor financial plans to individual needs?
We conduct comprehensive needs analyses considering personal circumstances, risk tolerance, and long-term objectives to create bespoke strategies that evolve with changing life stages and market conditions.
Can you help with care home funding arrangements?
Yes, we specialise in structuring sustainable care fee solutions through strategic asset management and income generation techniques that maintain capital value while meeting ongoing residential care costs.
What areas do you serve?
While based in Horsham, we serve clients across Sussex including Brighton, providing both in-person consultations at our registered office and remote advisory services nationwide.
How often are financial plans reviewed?
We recommend bi-annual reviews to ensure financial strategies remain aligned with personal goals, regulatory changes, and market developments, with ad-hoc reviews available for significant life events.
Reviews (3)
Colin Hope
May 25, 2022
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I was recommended this company by old friends who had been satisfied clients of Mr Douglas Hanbury for a long time. The advice I received from Mr Hanbury was first class with honesty I found exceptional. I have no hesitation in recommending Mr Douglas Hanbury
Chris Wye
May 14, 2022
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Dan and Karishma have been very supportive and helpful in my pension planning. Great team, very personable and helped me a lot.
William Robinson
May 08, 2021
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Excellent & thorough financial advice delivered on an individual personal level. Have recommended to family & friends.
