7 Red Barn Mews

Battle, East Sussex, TN33 0AG

About Us

We are a firm of highly qualified and established financial advisors who specialise in providing wealth management solutions for individuals and businesses.

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.

We pride ourselves in providing bespoke advice on all aspects of financial planning. 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.

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.

Our Advising Team

We have over 50 years of experience providing expert financial advice for both businesses and individuals.

John Spencer

Chartered Financial Planner
John is a Chartered financial planner and a Fellow of the CII.

Adam Maynard

Principal Advisor
Adam qualified as an advisor in 2014 after working in the financial services industry for 4 years.
Email Adam
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