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
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
Family Business planning Solutions can include: Personal Pensions
Small Self Administered Pension Schemes (SSASs) Individual Savings Accounts (ISAs) Investment Bonds Guaranteed Funds Investment Fund Portfolios
Venture Capital Trusts Enterprise Investment Schemes Trusts Powers of Attorney Will Planning Annuities
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. |