Independent Financial Advice
We are an Independent Financial Advice firm based in the heart of Brighton & Hove, serving clients across Sussex and the UK.
Our Typical Clients
We enjoy working with many people to achieve their financial goals. However, our expertise lies in the following areas:
How ready are you for retirement?
Latest blog posts
We enjoy sharing our knowledge and expertise. Our blog posts provide insight into essential money topics
Guide: 7 allowances you might want to use before the end of the 2024/25 tax year
When a new tax year starts, many allowances reset. So, checking if you could use
Half of over-55s never talk to their loved ones about their retirement goals. Here’s why it matters
You might think of goal-setting as a young person’s game. At the beginning of your
1 in 5 people don’t know how much is going into their pension. Do you?
When you’re busy working, earning, and enjoying life with your family, it’s easy to put
3 simple tips for organising your personal finances as a busy business owner
If you run your own business, your routine is likely to be anything but “normal”.
Guide: 5 key financial planning steps to consider during a divorce
Going through a divorce can be incredibly emotionally challenging, but it may also represent the
10 of the world’s best destinations to travel to during winter in the UK
It’s not hard to argue that winter is a magical period. In northern hemisphere countries
Guide: The surprising benefits of choosing a “living legacy” for your loved ones
Leaving wealth behind for your loved ones may be a priority when developing your financial
Your Autumn Budget update – the key news from the chancellor’s statement
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her
How to prioritise your mental health as a business owner
While running your own business might give you an incredible sense of independence and success,
Will the US election affect your investments? Here’s what you need to know
As the US presidential election on 5 November 2024 draws near, the race between former
5 spooky financial mistakes to avoid this Halloween
In the run-up to Halloween, you might spend your time decorating your home, picking a
Guide: Your retirement choices: How to generate an income in later life
Retirement on your terms is likely to be one of the key elements of your
FAQ
Most frequent questions and answers