PSG Financial Solutions Limited

Independent Financial Adviser  43 High Street, Rottingdean, East Sussex, BN2 7HE
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FCA authorised
Last authorised 22nd February 2021
Bespoke Independent Financial Advice centred on creating and preserving wealth - for your family, for your business, for your future
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MRS Petra Griffiths DipPFS
Independent Financial Adviser
About us

We provide bespoke Independent Financial Advice for Private Clients and SME Business Owners.

We take a holistic approach to financial planning, gaining a complete understanding of an individual or business’ current financial situation, and goals for the future, with an emphasis on creating and preserving wealth.

This leads us to work closely with clients other professional advisers such as Accountants and Solicitors, so that as a team, we can provide the most appropriate outcomes for our clients.

With our in depth experience of SME businesses, we understand the day to day challenges of maintaining compliance with legislative changes such as Workplace Pensions, but also how a Business Owner's financial risks and goals can overlap between Business and Personal requirements - allowing us to build solutions which are appropriate for both.

Our services

Our expertise brings clarity to the questions for Private Clients, SME businesses and their owners by building longstanding relationships - providing advice and solutions centred on creating and preserving wealth

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Face to face

43 High Street, Rottingdean, East Sussex, BN2 7HE

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