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.

Personal relationship

We provide the highest quality, personalised advice, taking a holistic approach to investment management. Our business thrives on a combination of our expertise and long term relationships with valued clients.