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Independent Financial Adviser  67 Hill Brow, Hove, BN3 6DD
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FCA authorised
Last authorised 18th October 2021
Chartered Financial Planners specialising in pensions, investments and mortgages.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Michael Arias FPFS
Chartered Financial Planner
MRS Claire Walsh BA Hons APFS
Chartered Financial PLanner
MR Andrew Tait CertPFS
Independent Financial Adviser
MR Nick Upton
Independent Financial Planner
MR Phil Quinlan
Independent Financial Planner
MR Joseph Taylor
Independent Financial Planner
MRS Gaynor Lanaway
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

67 Hill Brow, Hove, BN3 6DD

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