Originally established in 1993 the company has grown and developed attracting some of the best financial advisers from across the South East to become largest Independent firm in Sussex with a team of over 30 spread across our offices in Brighton and Horsham. As a Chartered Financial Planning firm, we have the expertise and qualification necessary to provide advice in all areas including more complex scenarios such as company pension analysis, offshore investments and tax planning.
We advise clients on all aspects of personal financial planning with a particular focus on pensions and inheritance tax planning. From setting up your first pension to advising on SIPPs and drawing your pension as you approach retirement. Whilst the finance is important we take time to understand you as a person so that we can advise which options are best for you and why. By taking this personal approach you will have confidence in the choices you are making for your financial future.
67 Hill Brow, Hove, BN3 6DD
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