IFA in Battle, East Sussex
Clifford Osborne has experienced IFAs working in Battle, East Sussex providing a range of advice on mortgages, pensions, investments, equity release and more. If you are looking for an independent financial adviser (IFA) in Battle we’d love to help you. See our full list of specialist financial advice services.
Why use our IFA in Battle?
- You can put your trust in us. We have a large number of great reviews from our clients. We’ve also been in the top 250 VouchedFor financial advisers for four years running. Read about why it’s important to only use Chartered IFAs.
- We’re Chartered Financial Planners. This means our IFAs have obtained a highly prestigious designation with demanding qualification criteria. It shows our clients that we are serious in our pursuit of the highest standards.
- We offer a free initial review of your mortgage, investments and pension/s. Contact us to arrange a visit at your home in Battle
- We have active membership of a number of professional bodies including The Equity Release Council and the Society of Later Life Advisers.
Who we help in Battle
Our IFA in Battle gives financial advice to private individuals, accountants, solicitors, business owners, corporates and trustees. We work throughout East Sussex and Kent in Battle, Tunbridge Wells, Brighton, Eastbourne, Hastings and surrounding areas.
How our IFA fees work
The first meeting with our IFA in Battle is without cost or obligation. It provides the opportunity to chat things through, describe our services and explain how IFA fees work. We can answer any questions you may have.
If we can help you, we’ll give you a fixed cost for providing our advice and this fee would take into account our time, research, advice, and policy/plan implementation. Once you are happy with this, a fee agreement will be issued giving you complete peace of mind that there will be no unexpected charges to meet.
“Paul provided a straightforward no nonsense approach to financial planning. An honest appraisal of risk versus age and all likelihoods examined in a sensible way. I like the way and can call Paul any time with a question and more formal sessions planned throughout the coming years. Efficient and professional.”
“Very personable and likes to build a long relationship with the client. not a “hard sell person”. cares about the client and their needs rather than just making a fast buck!”
“Paul is a very professional dedicated advisor who seems to know the market extremely well. He has a broad knowledge and is able to link together different aspects of financial planning which other advisors may not. He seems to have endless enthusiasm for the subject which is helpful as he keeps a close eye on trends and market conditions.”
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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 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.