Browse our services

You can find out about our financial services in detail here. If anything is unclear, please do get in touch and we can direct you to the exactly the right person.

Financial advice

A holistic approach to planning your future finances – with a range of plans to suit any circumstance.

  • Building a financial plan
  • Life stage planning
  • Cashflow projections
Talk to an adviser

Investment advice

Advice on investments and savings, tax-free or otherwise, including ideas for your family.

  • Investment advice
  • ISAs and Junior ISAs
  • Sustainable investments
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Pension and retirement advice

Specific advice about personal pensions and planning for retirement.

  • Self-Invested Personal Pensions (SIPP)
  • Self-employed pensions
  • Consolidating pensions
  • Early retirement planning
  • Future cashflow and retirement income
  • Annuity advice
  • Taxes in retirement
Talk to an adviser

Mortgage advice

If you’re making your next move in the property market, this is where to come.

  • Mortgage or remortgaging advice
  • Buy-to-let mortgages
  • Equity release
  • Income protection
  • First time buyer
Talk to an adviser

Inheritance planning

Protect what you’ve worked so hard for, and your family’s future.

  • Inheritance tax planning
  • Tax-efficient gifting
  • Trusts
  • Will writing
  • Lasting Powers of Attorney (LPAs)
  • Managing Probate
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Business owner services

Find out how we can help your business and your employees

  • Key person insurance
  • Business owner pensions and tax planning
  • Exiting your business
  • Employee pensions
  • Employee benefit packages
Talk to a specialist

Talk to an expert.

Whether you’re clear on what you need, or want an initial chat to find out, we can help.

Get in touch

Meet some of our expert team.

Our highly experienced specialists are ready to help

Pension on divorce

Stephanie Potter

Retirement Planning

Eloise Jenner

Inheritance Tax planning

Geoff Croden

Mortgages

Zoe Ealey

Investments

Charlie Lloyd

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

23 Coleridge Street, Hove, East Sussex, BN3 5AB