Established over 30 years ago, our founders each had a simple aligned goal, to provide all our clients and their families with personal, unbiased, and expert financial guidance. Traditional values which still underpin our core beliefs today. Our commitment to true financial success is not just about numbers, but about helping our clients achieve their unique life goals, and aspirations while securing their financial future. Every one of our clients has different requirements and we recognise that life doesn’t always follow the same path, and one size does not fit all. We take the time to understand your aspirations and concerns, creating financial plans that are perfectly tailored to your needs now and in the future. Our growth and success to date are founded on the reputation that we have built over the last 30 years. Our innovative forward-thinking approach has enabled us to become one of the leading Independent Financial Advice (IFA) firms in Sussex. We are entrusted with managing over £1.5 billion of clients’ money via our in-house Discretionary Investment Management (DIM) service. We’ve blended tradition, trust and innovation to create a unique approach, and we understand that your financial aspirations are as individual as you are. That’s why we’re dedicated to providing you with strategies that are time-tested, trustworthy and reflective of the latest developments in the financial planning landscape.
