Mortgage, Equity Release and Protection Specialist
Mr Steve Murphy
Chartered Financial Planner
Mrs Sarah Crowley
Independent Financial Adviser
Mr Trevor Schooley
Mortgage and Protection Adviser
We are a client focused business. We aim to tailor our business around what our clients need. Our skilled administrative team means that our Advisers are able to focus their efforts in ensuring that our clients meet their financial goals.
We try to ensure that we are there to help you, all of our initial meetings are done at our cost at place that is convenient to you, be that our offices or elsewhere.
Our financial advisers recognise that financial planning and the needs of our clients have grown more complex over time. Our range of specialist and added-value solutions have made us well known in the South East. We provide bespoke service in key areas such as mortgages, investment, pensions and taxation for both our individual and corporate clients. We are experts in workplace pension schemes, and have successfully guided many companies through their ‘staging date’ including a company with 850 employees and a Rugby League Franchise.
Where to find us
Head office address: 119 Church Road, Hove, BN3 2AF
We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
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