We give you the option of a secure video meeting which offers the same, in depth consultation and planning and the chance to ask any questions you may have.

Please do let us know at the outset if this is your preference and we’ll be delighted to facilitate this for you.


If you are considering taking financial planning advice we would love to talk to you. Please call us without obligation or alternatively fill out the form and we’ll contact you as soon as we can. We are happy to serve clients with any level of wealth across East Sussex, West Sussex and beyond.

Why not take up our offer of a no obligation pension, investment, mortgage or financial planning review? We can meet at your workplace, home or our town centre offices in Eastbourne, East Sussex, where we have client parking available onsite and are a two-minute walk from the railway station.

We serve customers with all levels of wealth across Eastbourne, Bexhill, Lewes, Hastings, Seaford, Newhaven, Crowborough, Uckfield, Brighton, Hove, Worthing, Tunbridge Wells, Kent and London.

New and existing clients can also book an appointment directly via a secure online scheduler.  Please click here to do this.

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