Rowland Independent Financial Advisers

Independent Financial Adviser  2 The Copse, Brighton, BN2 3RH
First meeting at adviser's own cost
We focus on pre & post retirement planning, pensions and investments, independent initial and ongoing advice with experience & integrity.
We can advise you on
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Annuity purchase
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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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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Geoff Rowland DipPFS
Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Geoff has been my financial adviser for the past ten years and likewise my Father before me. We both find and found Geoff's advice most helpful and beneficial to our financial positions respectively. Geoff's knowledge and professionalism in successfully combining various pensions plans was most helpful, all explained in understandable terms. I have and will continue to recommend Geoff's services to friends and colleagues.
Tony Chafen, Hassocks
Geoff has been invaluable in guiding our investment plans in our retirement. He takes great pains to assess what we want from our investment plan, and to put together a tailor-made portfolio. He answers any queries promptly and lucidly, and always gives a friendly service.
Angie & Peter Lynn, Brighton
Geoff has been providing me and my wife with financial advice over a period of 18 years having originally been recommended to us by a friend. During this time he has provided sound advice on ISAs; Bonds; Pensions; Mortgages and other forms of investment helping us to establish a strong and varied portfolio. Geoff ensures he has a full and clear understanding of our needs and approach to risk and then tailors his advice accordingly, helping to steer our decisions through our varying financial circumstances and challenges over the years. Most importantly, he recognises the importance of a long term relationship rather than a quick sale and this is reflected in both our trust in his advice and the length of time we have utilised his services.
Richard Roddie, Purley
Geoff has been our personal financial adviser since we moved to Brighton. His extensive knowledge and advice has been excellent and his knowledge of financial products is extensive.
Timothy Wills, Brighton
I have used Geoff for financial advice for some 12 years having been recommended to him by a personal friend. The advice given has always been honest and tailored to my wife's and mine requirements to suit our needs and financial situation. This has been reflected in our portfolio growing over the years in spite of the major crises that have influenced the markets. Geoff always comes across as very personable and professional and we feel that we can rely upon him as to the value of the advice he gives us and this is reflected in the results.
Steve Walshaw, Farnborough
I have been using Geoff at Rowland Independent for several years now and find him to be reliable, knowledgeable and friendly. He certainly put my mind at ease when I felt overwhelmed by decisions about future finance and pensions. I would thoroughly recommend him.
Clive Baldwin, Roundhill Bookkeeping, Brighton
When my partner was made redundant a few years ago we were looking for some financial advice and came across Geoff’s details on the IFA website. Fortuitously he lives very close to us and we always try to support local trades and professionals where possible. Geoff was a huge help in sorting out Vicky’s pension and we were more than happy with his courteous, attentive manner, he dealt with all the paperwork promptly and explained everything concisely and made the whole process completely pain-free. When my own redundancy came up I had no hesitation in asking Geoff to go over my details and am happy to say that I have nothing but praise for the advice i received and would have no hesitation in recommending Geoff to anyone finding themselves in a similar position.
John Bridger & Vicky Sharman, Brighton
We first met Geoff in 2016 when we were seeking advice on how to achieve a better return on our savings. We were impressed by his knowledge, professional approach, and that he took the time to fully understand our objectives and to answer all our questions. His advice has proved very sound.
John & Christine Bell, Hove
I have known Geoff Rowland for 10 years. He has helped me to recover from an expensive divorce with a program to top up my reduced pension and to provide for my later years. My portfolio has survived well the challenges of recession. Geoff has acted in my best interests, is honest, straightforward and a pleasure to deal with always.
Frank Jones, Upper Beeding
About us

For over 15 years we have been committed to truly independent financial advice.
We treat all advice on a personal bespoke basis. Due to the differing circumstances of each client and variable nature of work undertaken, this is agreed in advance by both adviser and the client after an initial appointment. Please call or email for a complimentary consultation.

Our services

Please take time to read our client testimonials in the 'What our clients say' section above...we focus on building long-term relationships and helping investors meet their financial goals. First we listen, then design and monitor solutions to meet their needs. We strive to provide a high quality service and never forget whose money we are investing.

Where to find us
Head office address: 2 The Copse, 50-52 Princes Road, Brighton, BN2 3RH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 26th July 2021

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