Establishing investment solutions which are right for you both now and into the future. Our review service ensures clients plans stay relevant in an ever changing economic environment.
Whether you are planning a wedding, buying a house or looking to retire, we can help you plan and prepare for your expenses along life’s journey. Speak to us today about our cash flow modelling service.
Appropriate planning can help protect you and your loved ones financially in the event of a tragedy. We can also provide advice for your business, helping you in the event of a loss of a key person.
Based in Battle, East Sussex, we are a firm of highly qualified and established financial advisors who specialise in providing wealth management solutions for individuals and businesses.
We have over 50 years of experience providing expert financial advice for both businesses and individuals.
At the heart of our business lies a strong team of advisors, para-planners and support staff who provide the experience and peace of mind that our clients rely upon.
Frequently Asked Questions
What kind of financial advice do you give?
We pride ourselves in providing bespoke advice on all aspects of financial planning.
We are able to provide you with comprehensive, unbiased and professional independent financial advice which helps you understand your options and ensures that you make the right decision at the right time.
How much do your services cost?
Our services are not free, however we will provide an initial consultation at no cost during which we will be able to establish if and how we can help you. A full breakdown of costs will be presented to you before any work is carried out and this is conducted on a no-obligation basis.
Do you only recommend plans from certain providers?
We have access to whole of market solutions which means we are not tied to a particular provider when finding a plan which meets the needs of our clients.
Would you like to speak to one of our team over the phone? Just submit your details and we’ll be in touch shortly.
For Businesses: Do you have questions about how we can help your company? Send us an email and we’ll get in touch shortly, or phone 01424 777994 between 08:30 and 17:00 Monday to Friday — we would be delighted to speak to you.