Independent Financial Adviser 67 Hill Brow, Hove, BN3 6DD
First meeting at adviser's own cost
Response rating
FCA verified
17th June 2019
Chartered Financial Planners specialising in pensions, investments and mortgages.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
Andrew Tait CertPFS
Independent Financial Adviser
Gaynor Lanaway
Claire Walsh BA Hons APFS
Chartered Financial PLanner
Chartered Financial Planner
Joseph Taylor
Independent Financial Planner
Phil Quinlan
Independent Financial Planner
Michael Arias FPFS
Chartered Financial Planner
Chartered Financial Planner Certified Financial Planner
Nick Upton
Independent Financial Planner
Where to find us

67 Hill Brow, Hove, BN3 6DD

Make an enquiry
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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Advice Services
The firm is authorised to advise on and arrange Life Assurance, Pensions, Collective Investments, Individual Saving Accounts, General Insurance, and Mortgages. We are bound by the rules of the FCA.

We offer advice on an “Independent” basis. This means that we provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the full range of retail investment, pension and life products available in the marketplace which may be suitable for you.

Advice options
We offer a variety of advice options including:
 No Advice (for one-off transactions instructed by you)
 Limited Advice (approaching limited aspects of financial planning only)
 Full Advice (Full Financial Review based on all aspects of financial planning)

How we charge
You will always know our fees before you make a decision to proceed. We don’t hide our costs and we have a transparent charging structure, so you can be sure we are working efficiently for your benefit.
Our fees are based wholly upon the provision of our qualified and professional expertise; the time taken to analyse your circumstances and devise an appropriate strategy going forward, the design of an appropriate summary report to communicate this strategy to you, and also takes into account our firm’s exposure to regulatory, commercial and financial risk.
Data Protection
You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for legitimate purposes. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data.

Initial Consultation
We will meet with you face-to-face, via a Web meeting or telephone conference in order to capture important information about your current circumstances, your financial history, and your aspirations, priorities and objectives in terms of your financial future. We will also discuss your attitude toward “investment risk”, and your understanding of how such risks may affect you.
The consultation will close with a summary of our findings, and our suggested next steps toward a tailored, yet realistic, solution to your needs. There is no obligation to proceed at this stage, and no costs will have been incurred.

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