Putting people first, always
For more than 25 years, clients like you have benefited from the dedicated, reliable financial planning provided by our expert team based in the heart of East Sussex. We strive to be a safe pair of hands, offering straightforward, truthful advice but always keeping your goals in mind. Maybe that’s why so many of our clients have been with us from the very beginning, and plan to continue working with our specialists for many years yet to come.
How we approach things
You can only get the level of service you deserve if your adviser really takes the time to engage with you and understand your hopes and fears. For all our experts, being interested in clients’ lives is a priority.
If you’ve reached out for financial support, you’ll have real needs and concerns. Our aim is to be a calming presence that guides you through that uncertainty while demystifying the process of taking financial advice.
As our client, you won’t be told what to do or forced into something you aren’t fully comfortable with. After all, it’s your plan, and we’ll work together to put it into effect in a way that aligns with your wishes.
Financial planning should be an enjoyable, enriching process. With our support, you’ll see how you can use your money to live life to the full or take proactive steps to build more wealth to help you achieve your aims.
What our clients say
Your financial issues will always be handled sensitively and efficiently by our expert team, and we’re proud to have the recommendations to prove it. Here’s what some of our valued clients had to say about us.See all client stories
Don’t just take our word for it…
Our latest survey results…
would recommend us to their friends, family or colleagues
of clients believe that working with us has helped or will help them achieve their financial goals
of clients were satisfied that we understood their needs, goals, aspirations and objectives
of clients were satisfied with the speed of response from their planner
Whatever expertise you require, you’ll find it among our experienced team. From financial specialists to support staff, you’re assured of a friendly, efficient service at every stage of your journey with us.View all
It’s our mission to always leave you in a better-informed position than you were when you came to us. That’s why you’ll find lots of useful information and helpful tips in our regularly updated blog posts.