1 The Forge, Cuckfield Road, Staplefield, West Sussex, RH17 6ETContact us
We work with people from all walks of life. Our clients are people with families, pension plans savings, and investments. The thing they have in common is that they value independent and expert financial advice and appreciate the benefits this can deliver.
Our advice is highly personal and we aim to establish long term relationships with clients based on trust and our ability to deliver worthwhile and appropriate advice. The fact that virtually all our new clients come to us by referral indicates we may have got this right.
In the business arena our core market is SME, often family owned businesses, and we provide a comprehensive Financial Planning service dovetailing needs of individuals directors/senior managers with corporate objectives.
Our current clients range from several hundred employees to sole proprietor businesses.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.