Personal Financial Designs

Independent Financial Adviser Office 3, 27A Goring Road, Goring-By-Sea, Worthing, West Sussex, BN12 4AR
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
We work with you to achieve your financial goals.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Andy McQueen APFS
Director
What our clients say
Andy has been my financial adviser for many years. I find his approach both realistic and pragmatic. He consistently understands the values I place on the varying aspects of my affairs and has advised me unerringly. I am delighted to recommend him without reservation.
Alan Deacon, Brighton
Andy's advice has been completely invaluable to me since the death of my husband. I couldn't do without him. I just can't speak highly enough of his service. He is always there when needed.
Mrs A Knight, Shoreham
Changing employer required a re-investment of my personal Pension Plan. Andy from Personal Financial Designs did a complete financial review of my existing situation, my future requirements for both pension and savings and combined this with my risk profile (how much investment risk I was willing to take). This resulted in a portfolio of funds performing far better than my previous pension plan and great recommendations for my ISA portfolio.
Dick Kuypers, Rudgwick
Where to find us

Office 3, 27A Goring Road, Goring-By-Sea, Worthing, West Sussex, BN12 4AR

Make an enquiry
About us

Personal Financial Designs was established in Worthing in 2009. The business owner, Andy McQueen, has been providing high quality financial advice to individual clients for over 30 years.

We provide advice on all areas of investment, retirement planning and Inheritance Tax planning so whatever your objectives, we can almost certainly assist you.

Our services

Our aim is to design financial plans that lead to financial independence and a secure financial future for our clients, whatever their starting point and whatever their past experience.

We specialise in advice relevant to all aspects of 'later life', covering investment; retirement planning and retirement income options (including use of pension freedoms); and estate planning and IHT mitigation.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Authorised and regulated by the Financial Conduct Authority

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