Our community
Giving something back has always been an important part of what we do. We’re proud to be able to make a real and lasting difference to some incredibly worthwhile causes right on our doorstep, like those below.
Sponsoring Balcombe Cricket Club
Our local cricket club has an even longer history than we do, having been founded all the way back in 1869. We’re glad to be able to offer our continued support to the club and its various teams that compete in the Sussex Cricket League. Our sponsorship also helps to support the club’s Sunday side and junior teams.
Supporting Burgess Hill Rugby Club
We’re proud to support Burgess Hill Rugby Club and the wider rugby community.
The club provides opportunities for players of all ages, with Senior, Junior, Mini and Mixed teams, helping to make rugby accessible and enjoyable for everyone.
With many of our colleagues being passionate rugby fans in their spare time, this is a cause that is particularly close to our hearts. We’re delighted to play our part in supporting the club and the next generation of players.
Our latest survey results…
of clients would recommend us to their friends, family, or colleagues, up from 92.31% in our 2023 survey
of clients believe that working with us has helped or will help them achieve their financial goals, an increase from 96.43% in 2023
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, an increase from 98.21% in 2023
Our team
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.
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Blog
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.
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