Services

Why Choose Us?

We're experts in the field

We’ve been established since 1990 so we have more than 25 years experience in providing financial planning and investment advice to individuals.

We really get to know you

We provide a wide range of non-biased advice which is individually tailored, built on establishing a close rapport with our clients.

Our advice is tailored to your needs

We’re committed to offering you the very best independent financial advice by looking at the whole of the market, tailored to suit your specific needs.

Financial Services We Offer

As experts in the field we are able to offer you tailored advice in all of the areas we work in. Click on a service for more information.
Investments

Our approach to investment planning is that it should be driven by your financial objectives. Everyone has financial objectives: maybe they are to accumulate more capital growth or income, distribute wealth to family members, or invest more money in property.

Retirement Planning

Having a dependable retirement plan will help you to enjoy life to the full during your golden years. Retirement should be a time of fun, taking up new leisure pursuits and creating happy memories with the special people in your

Transfer Value Analysis

Most pensions are investment linked nowadays but there are still many with valuable guaranteed benefits. You might have received an annual statement from an old stakeholder scheme or an auto-enrolment arrangement where you had changed jobs.  You have looked at

Inheritance Tax Planning

Inheritance Tax is said to be the only voluntary tax in the UK. Implementing a plan for inheritance tax can significantly reduce or entirely remove liability for this tax. Inheritance tax mitigation is an area which is best to plan for sooner

Have a matter in mind?

Book an initial consultation at our expense to discuss the matter in more detail. We can come to you, or we can arrange to meet in our central Brighton meeting rooms, whichever suits you best.