Why Use Clifford Osborne?

We would be delighted to work with you. Here are a few reasons why our existing clients use us for independent financial advice (IFA) and financial management services in East Sussex and beyond.

We are a VouchedFor Top Rated firm of Independent Financial Advisers (IFA) for East Sussex.

We are members of:

•  The Equity Release Council
•  
SOLLA – the Society of Later Life Advisers
•  The Personal Finance Society
•  The Society of Mortgage Professionals.

We have offices in Eastbourne, East Sussex and provide a wide range of IFA and financial management services, including pension and mortgage advisory serviced to clients across Lewes, Bexhill, Hastings, Crowborough, Seaford, Newhaven, Uckfield, Brighton, Hove, Tunbridge Wells and further afield. We also work with individuals and businesses outside of East Sussex as a result of recommendations from current clients. To arrange a free initial discussion at your home, workplace or our offices contact us today.

Our investment and pension management service offers expert investment guidance, helping you maximise your returns at a level of risk you are comfortable with - agreed at the outset and reviewed regularly.

We use our investment expertise to research and select from a wide range of strategies and asset classes to provide clients with a diverse portfolio consistent with investment objectives and risk tolerance.

We focus on managing investment volatility to ensure we achieve a relatively consistent return for your investments trying to capture rising markets and avoid the worst of falling markets.

When discussing your risk profile we provide you with an understanding of probable returns that you might expect for different levels of risk. This approach gives you greater clarity and peace of mind about the future.

Whether you are seeking an expert team to actively manage your investments or a financial plan to support your lifestyle and objectives, Clifford Osborne’s wealth management specialists can help.

All of our financial advisory and financial management services in East Sussex are provided on a fee basis, agreed with you in advance along with various payment options to suit.

Clifford Osborne is a member of the Equity Release Council, a body established to promote safe equity release products and protect consumers.

In all areas Paul has helped us with he has been extremely knowledgeable and I feel confident that he is offering the best products for our needs. His customer service is excellent and he is friendly and approachable. He listens and understands aims and objectives and communicates well.

Sue Horley

Surrey

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