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 East Grinstead Girls RFC

We’re proud to be involved with our local girls rugby club, based in nearby East Grinstead. The club runs four teams for girls aged 11 to 17, all with an ethos of “fun, friends, and fitness.” With many of our colleagues being firm rugby fans in their spare time, this is a cause particularly close to our hearts.

Our latest survey results…

96.43%

would recommend us to their friends, family or colleagues

92.31%

of clients believe that working with us has helped or will help them achieve their financial goals

100%

of clients were satisfied that we understood their needs, goals, aspirations and objectives

98.21%

of clients were satisfied with the speed of response from their planner

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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