Independent Financial Advisor

Town and Country Private Finance offer financial planning advice to both individuals and companies across much of the UK.

Welcome to Town and Country Private Finance Ltd

Welcome to Town and Country Private Finance. With offices in Sussex and Buckinghamshire, Town and Country are Independent Financial Advisers to clients across the South of England.

We are fully UK regulated and authorised Independent Financial Advisers. This means that we must consider investments from the whole of market and are not restricted to a particular Provider or a limited range of financial solutions. Our advisers are all highly experienced and qualified beyond the industry standard, with additional certifications in areas such as specialist finance, equity release, long term care, economics and Investment management.

It is our objective to have happy clients for life and many of our clients have been with us for over 25 years. We understand that everyone is unique and all our clients are provided with an individual solution tailored to their personal circumstances and needs.

All our meetings with you will be at your home or place of business at a time that is convenient for you. It is critically important to take the time to fully understand you and your situation, to learn about your financial and personal goals. We take into account your personal and family situation, your wishes for the future, your tax position, phase of life, the need for guarantees, your investment risk preferences, your requirements for income, growth and the time frame over which your plans will apply.

Having identified your objectives and resources we research and review the options of all suitable products from all financial companies to meet your agreed goals. This means we are able to recommend optimum solutions which meet your requirements and which can be adapted to the unknown challenges of the future.

When building your solution we will consider the importance of protecting your capital as well as achieving growth or generating income and will often recommend Guaranteed Investments for part or all of a solution. Where more investment risk is desirable we will research and recommend a mix of funds from the top investment companies via an easy to manage and simple to administer investment platform. We only recommend companies with the highest standards of service and 
solutions should be simple, tax efficient and clear for you to understand.

Finally, we believe it is important to take the time to ensure that you fully understand any recommendations that we make. As Independent Financial Advisers, our regulator requires that we charge you a fee for our work, which you may pay directly or authorise that your investment providers pay us on your behalf. We will never ask you to pay for any work we do until you are completely happy with our services, such as our recommendations before they are implemented.

Going forward, we will meet with you, usually on annual basis, but sometimes more frequently, to ensure your arrangements continue to meet your objectives, taking into account any changes to your circumstances and take advantage of any new opportunities that the Government may introduce.

Additional services we can help with include administration for your Tax Returns, Pension Calculations, ISA allowances, Trusts, Inheritance tax planning, Long Term Care planning, estate administration and assisting those with Powers of Attorney.

We contribute to the Financial Ombudsman Service to ensure Clients have the full protection they deserve.

It is extremely important to ensure one’s financial ambitions and security are balanced correctly.

 

For more information on a specific service sector, please use the navigation bar down the left hand side, or if you'd prefer, get in touch with us today to discuss your requirements via telephone or e-mail.


 




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Town & Country Private Finance Ltd
Registered office 5 Cornfield Terrace, Eastbourne, East Sussex BN21 4NN No: 05408232
Authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice.
We are entered on the FCA Register No 431113 at www.fsa.gov.uk/register.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK