Independent Financial Advice
We are an independent, Brighton‑based financial advice firm working closely with clients across Brighton & Hove and surrounding areas.
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: 6 top tips for reducing stress for World Mental Health Day
More than 7 in 10 UK adults report feeling so stressed that they feel overwhelmed or unable to cope. This useful guide offers some tips that could prevent, reduce, or manage stress, whichever area of your life it comes from.
4 surprising investing lessons from Gen Z
Gen Z are leading the way when it comes to UK investing. Here are 4 lessons they can teach you about the dos and don’ts of investing in 2026
Meet the 4 fundamental forces that shape your financial plan
Just like in physics, 4 fundamental forces impact your personal finances. Learn how your financial plan balances each to help you achieve your goals
5 simple strategies to “inflation-proof” your retirement wealth
Inflation has risen to 3.1%, its highest level in 5 months. If you’re worried about how inflation could impact your retirement wealth, use these 5 strategies
Guide: Back to school: How to build a nest egg to fund your children’s education
Planning for future education costs may involve many moving parts. Whether you’re thinking about private school or university for your children or grandchildren, a financial plan could help you set out goals, choose suitable accounts, and consider how to balance the outgoings against your other financial objectives.
How to protect your money from misleading social media advice
Scammers are using social media to target your details and money. Read to learn about some of the common warning signs and ways to protect your wealth.
How will the new 22% tax for Stocks and Shares ISAs affect you?
New upcoming rules could affect the way you use your Stocks and Shares ISA. Read to learn how the 22% tax will work and how you can prepare for it.
Pensions and Inheritance Tax: 3 in 4 Brits don’t know about this strategy
With pensions entering estates in 2027, you may be searching for ways to minimise Inheritance Tax. Read to learn about a lesser-known gifting strategy
Guide: The pros and cons of investing in buy-to-let
Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund
Your guide to the new Inheritance Tax and pension rules
Did you know that from 6 April 2027, most pensions will be included in your
Guide: Your guide to planning for later-life care
While it’s impossible to know what life has in store, longer life expectancies and rising expenses mean care costs now form an essential area of financial planning. Download our useful guide to find out what you need to know about planning for later-life care.
Guide: How to plan for a 100-year life
The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. Discover how you might plan for later life in this useful guide.
FAQ
Most frequent questions and answers