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
Everything you need to know about the 2023 Autumn Statement
On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of
The guide to using equity release to unlock property wealth later in life
Your home may be one of the largest assets you have. With property wealth often
Guide: 7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income? One of
4 important elements the “sandwich generation” could focus on for a more prosperous future
In 2021, around 3% of the UK population was providing care for more than one
How to choose an appropriate executor of your will, and why it matters
Creating a will is one of the most important steps you can take to prepare
Why did the Wilko franchise fail, and what can business owners learn?
On 10 August 2023, popular retail store Wilko entered administration. The 93-year-old company, founded by
10 magical life and money lessons you can learn from Disney
The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16
Intergenerational wealth planning: Your options when passing on wealth to the next generation
Ensuring your family is financially secure for the long term is a common goal. If
Remortgaging: The essential steps you should take when your mortgage ends
If your mortgage deal is coming to an end or it’s already expired, you should
The 2 surprising ways perfectionism could damage your financial circumstances
Being a “perfectionist” is a common trait individuals will often describe, used in both a
How business owners can improve their tax efficiency with pension contributions
If you are a business owner who works within the company, you may empathise with
5 important takeaways from the Bank of England’s recent interest rate decision
The Bank of England (BoE) raised the base interest rate by another half a point
FAQ
Most frequent questions and answers