Personal, professional and independent financial advice from a caring and friendly team
We’re a team of highly experienced Independent Financial advisers & Independent Mortgage advisers based in Hurstpierpoint, Sussex, conveniently situated for people living in and around Hassocks, Haywards Heath, Burgess Hill, Crawley, Brighton and throughout the south east. Offering jargon-free and helpful financial assistance, we are genuinely independent with no ties to any other financial companies; which means we will always give you the very best advice and guidance..
We’re easy to talk to
Finances can be complicated but they don’t need to be. That’s why we go out of our way to demystify the whole process and present everything to you in a clear and easy to understand manner. You will always be welcome when you contact us, whether by phone or email and we’ll listen very carefully to get to know your circumstances before making recommendations to you.
What makes us different?
- Our service
- Genuinely independent
- Award-winning products & five- star service
- We’ll get to know what matters to you
- You’re in control of your future
- Revolutionising the IFA market with our new service, ‘Mortgage & Protect’
Make an appointment for a free financial health check
Why not take advantage of a free financial health check; this gives you the chance to spend an hour or so going through your financial circumstances, with someone that will give totally free, jargon-free and independent advice on areas you need to consider. Click here to arrange an appointment.
Our services include:
- Mortgages
- Protection & Insurance
- Tax efficient investments
- Inheritance Tax & Estate Planning
- Self Invested Personal Pensions (SIPP's)
- Property portfolio planning
- Planning for your retirement
- Options at retirement
Do you have a financial question you would like to ask us? Our friendly and helpful team are happy to help. Click here to email us.
Call us on 0845 073 0490
