About Us

 

We are an independent wealth management firm with our head office in Hove and branches in Eastbourne and Lewes

We offer a full spectrum of advice on all financial issues to clients with over £250,000 of investments assets. Our service is carefully tailored to each client.  We make sure our proposition fits our clients, and not the other way round.

The investment solutions we offer are under constant review by our analysts and our advice by our compliance team.

We provide outstanding ongoing client services. These include regular reports on the progress of your finances and thoroughly prepared meetings  with your adviser.

We also offer unlimited telephone and email advice in office hours.

We endeavour to respond to any query within 4 hours.

For further information about individual team members and their specialist areas, please see our Advisory Team Section.