About Us

We are a local IFA looking after the financial needs of our clients, most of whom live in and around Hassocks, Burgess Hill and Brighton.

We offer different levels of service ranging from a one-off transaction service confined to advice without ongoing servicing, to a full transaction and ongoing advice service.
These service plans can be tailored to meet your financial needs and accommodate your budget.

So what actually happens when you contact us?

Firstly we will speak to you to determine what sort of service you require. We recognise that there are many different reasons why you might need financial advice. Below are listed some of the most common enquiries we receive.

• You would like to sit down with somebody and go through your existing policies and accounts to determine what is what, what does what and what it is all for.
• You would like to review your circumstances and make sure you have enough life cover to protect your family.
• You have some investment products, but you do not have a financial adviser to discuss them with and make sure that they are performing as expected.
• You have some money that you would like advice on how and where to invest.
• You would like to start saving for your retirement and want to know where best to start.
• You are retiring and want to speak to somebody to clarify the options available to you.

Once we have spoken to you and established what service you require, we will arrange a convenient time to come and see you at your home or at your place of work. Before we meet up we will be able to give you an idea of the fee that we will be charging for the service you require from us.