Business Financial Planning & Protection

Our experienced Independent Financial Advisors (IFA) provide business owners with independent business financial planning and look after their personal affairs. We serve corporate clients across East Sussex, including Eastbourne, Lewes, Uckfield, Hastings, Seaford, Newhaven, Crowborough, Brighton, Hove and Tunbridge Wells. We have clients beyond these areas too as a result of business referrals. To arrange a free initial discussion at your home, workplace or our offices contact us today.

We work with other specialist professional advisers who can assist you on all aspects of business financial planning including:

  • Director and Share Holder Protection
  • Cross Option Agreements
  • Key Person Protection
  • Critical Illness Cover
  • Relevant Life Cover (Tax Efficient Death in Service)
  • Succession Planning
  • Group Personal Pension Arrangements
  • Auto Enrolment Set Up / Consultation
  • Group Life Cover
  • Private Medical Insurance

For more information please get in touch.

If you place a plan under trust please remember the Financial Conduct Authority does not regulate trusts.

Paul is a pragmatic advisor keen to see what is available and what he can do for his clients. As well as offering 1:1 guidance and advice, I also engaged Paul to come into the company where I work to be on hand to offer advice to employees (of which we have over 1000). Everyone that took the opportunity to meet with Paul commented on how helpful, friendly and useful his advice was and would definitely recommend him to others.

Lisa

Bexhill, East Sussex

We are not tied to any financial institution and therefore offer you truly independent advice. A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.

If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.

We are happy to serve clients with any level of wealth.

Call 01323 403 444 or use our secure form via the button below:

Get in touch today