About Us

We are a firm of financial advisors and welcome clients from across Sussex, London, the Home Counties, East Midlands, Sheffield and the North. We offer advice to both individuals and companies on all aspects of financial planning.


We take the time to fully understand our client’s needs, wants and aspirations and then work with them to prioritise their objectives to implement their financial plan.

 

As independent advisors, our clients will benefit from us being able to offer advice on a range of products and services from the whole of market. Whether you need investment advice, retirement planning, care fees planning, inheritance tax planning or want to simply reduce costs, we have many years of experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a personal or business financial review, which can take place at a convenient time and place.

 


Our Services For Individuals:
Financial Future Projections
  • Wealth
  • Income
  • Inheritance
Pensions Planning
  • Pension Freedom
  • Pension Tax Free Cash Generation
  • Pension Allowance planning
  • Pension Consolidation
  • Pension Transfers
  • Income Drawdown
  • Phased Income Drawdown
Investment Planning
  • Capital Savings
  • Investment Portfolios
  • Guaranteed Investments
Tax Planning
Personal Taxes
For the Family
Inheritance Tax
Directors and Shareholders

Retirement Income planning
Estate planning
Gifting without Inheritance Tax
Wills & Trust planning
Power of Attorney planning
Long Term Care planning
Property Investment planning
Family Income Protection
School and University funding
Life Cover
Private Medical Cover
House Purchases, Mortgages and Re-Mortgages
Equity Release
Buy to Let investing
Debt Freedom planning
Wealth Management Income Generation


Our Services For Companies:
Director Benefits
  • Director Pension Schemes
  • Key Person Protection
  • Shareholder Protection
Company Investments
  • Commercial Property investments – directly or via the company
  • pension scheme
  • Investment Funds for Retained Profits
Employee Benefits planning
  • Auto-Enrolment Pensions solutions (including NEST)
  • Employee Share Schemes
  • Employee Pension Guidance
  • Company Pension Schemes
Group Schemes
  • Group Personal Pensions
  • Company Life Cover and Income Protection Schemes
  • Company Private Medical Insurance
Company Tax planning
Family Business planning

Solutions can include:
Personal Pensions
  • Income Drawdown pensions
  • Self Invested Personal Pensions (Sipps)
  • Stakeholder Pensions
  • Group Personal Pensions
  • Pension Transfers
Executive Pensions
Small Self Administered Pension Schemes (SSASs)
Individual Savings Accounts (ISAs)
Investment Bonds
Guaranteed Funds
Investment Fund Portfolios
  • Ethical Investments
  • Unit Trusts
  • Stocks and shares
  • Investment Trusts
  • Exchange Traded Funds
  • Tracker Funds
  • Specialist Funds
  • Property Investment Funds
Offshore Investment Funds
Venture Capital Trusts
Enterprise Investment Schemes
Trusts
Powers of Attorney
Will Planning
Annuities
  • Impaired Life
  • Long Term Care
  • Pension Income Annuities
  • With Profits Annuities
Buy to Let portfolios
  • UK
  • Offshore
Insurance
  • Insurance for Landlords
  • Buildings and Contents
Savings Plans for oneself and others
  • ISAs
  • Pensions
  • School Fees plans
  • Endowments
Personal Insurance
  • Life Cover
  • Income Protection
  • Private Medical Insurance
  • Mortgage Protection
  • Whole of Life Insurance Inheritance Protection

 

There may be a fee for mortgage advice. The precise amount of the fee will depend upon your circumstances but we estimate that it will be £195 Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority does not regulate commercial lending, taxation & trust advice and some aspects of buy to let mortgages.