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
How your definition of “wealth” affects your financial behaviours
The word “wealth” might conjure up visions of overflowing bank accounts, sprawling properties, and luxury
Could “salary sacrifice” benefit both your employees and your business?
In today’s competitive economic landscape, finding strategies that benefit both your bottom line and your
How financial planning could help you answer essential “what if?” questions
Financial planning is all about helping you to reach your life goals. Ultimately, the objective
What is a “Bed and ISA” strategy and how could it reduce your tax bill?
With the start of the new tax year behind us, now is a good time
Your Spring Statement update – the key news from the chancellor’s speech
After Rachel Reeves’ impactful first Budget in autumn 2024, you might have been concerned about
Guide: The home movers guide to mortgages
Whether you’re just exploring your options or already have a property earmarked for your next
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
FAQ
Most frequent questions and answers