Top 10 Independent (IFAs) & Restricted Financial Advisers in Upper Beeding

We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

I’m a Sussex based Chartered Financial Planner who likes to keep things simple, relaxed, and genuinely helpful. No stiff suits, no confusing jargon — just relaxed conversations about what you want your money to do for you.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.

I’m a Sussex based Chartered Financial Planner who likes to keep things simple, relaxed, and genuinely helpful. No stiff suits, no confusing jargon — just relaxed conversations about what you want your money to do for you.

Chartered financial planning, with no initial fee and family at its heart. Highly rated, decades of experience, and no upfront costs to work with us.

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.