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

Your Advice Steps

01 ➔

Contact Us

Call us on 01323 403 444 or contact us to set up a free initial meeting with one of our financial advisers or mortgage and equity release advisers. We’re happy to meet in person, on the phone or online. Just let us know what you prefer.

02 ➔

Get to know you

This will be a chat to find out a bit more about you, what your financial position and goals are and how we can help. This will be entirely confidential, and you are under no obligation to use our services. We will then give you a plan of what we can do to help.

03 ➔

Sharing your plan

Our advisers will talk through our recommended plan with you giving options to best meet your needs. We will take into account your current financial situation, your goals, appetite to investment risk and timeframes. You will have a chance to ask us any questions and then decide whether you want to go ahead.

04 ➔

Regular reviews

Your financial position will change throughout your lifetime. We are here to help you with regular reviews to make sure your financial plan meets your financial goals and current financial situation. We’ll agree with you when and how we meet on a regular basis to make sure your management plan is right for you.

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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 advice from an independent financial advisor, we would love to talk to you. Call us 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.