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.