Investment Advice in Brighton & Hove

Are you looking for professional independent investment advice in Brighton and Hove? Clifford Osborne advisers are experts in wealth management working in Brighton and Hove and throughout East Sussex, West Sussex and Kent.

Our IFAs offer expert investment advice, helping you to maximise your returns at a level of risk you are comfortable with. We’ll take the time to understand your financial goals, personal situation and tolerance to risk. We’ll identify the right saving and investment strategy for you.

We give a range of advice including:

  • Tax Free Investments
  • Tax Efficient Investments
  • Lump Sum Investments
  • Regular Premium Investments
  • Ethical & Socially Responsible Investments
  • Investing for Children
  • Investing for School Fees
  • Investing for Retirement
  • Investment Review Service

What does our Investment Advice include?

We’ll use our investment experience to research and select from a wide range of strategies and asset classes. Your portfolio will be consistent with your investment objectives and risk tolerance. 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.

Clifford Osborne IFAs believe that success is down to a multitude of factors including the structure of a fund, the history of the fund manager and the culture of the business they work for.

Our team in Brighton and Hove will manage 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.

You can trust us to deliver an independently managed investment strategy that brings you real benefits and can increase the value of your investments remarkably.

Investment Portfolio & Review Service in Brighton & Hove

Are you sure that your current investment arrangements are the right ones for you? Our IFAs offer an Investment Portfolio & Review service in Brighton & Hove.

Together we’ll review the suitability and effectiveness of your investments and make expert recommendations. We’ll ensure that your wealth is where it should be. With our independent Investment Review Service, you will benefit from investment advice including:

  • Recommendations of any adjustments needed to align your investment to better meet your objectives within your tolerance to risk (reviewing your investments in relation to your attitude to risk ensures you are not taking too much, or too little risk)
  • Confidence that your investments remain appropriate through discussion at your annual investment review
  • An overseeing role in all investment decisions
  • The reassurance of a detailed report summarising investment advice and recommendations

Why choose us for Investment Advice in Brighton & Hove?

For four years running Clifford Osborne has achieved a place in the ‘Top 250 VouchedFor ‘Top Rated IFAs’. Read our reviews
We offer a free, no obligation initial investment review
Our IFAs have over 15 years experience in the financial services industry. Learn more about our team
We have also achieved Chartered Financial Planner status, giving you even more reassurance about the quality of our advice
You will have complete openness and honesty from our Chartered Financial Planners
We’re committed to placing your interests first
All of our financial services (including investment advice) in Brighton & Hove are provided on a fee basis, agreed with you in advance along with various payment options to suit.

If you would like investment advice in Brighton and Hove, please contact us to arrange your no-obligation free initial investment review.

Clifford Osborne IFAs in Brighton and Hove offer advice on other financial areas including mortgage advice, pension advice and more.

The price of units and the income from them can fall as well as rise. The value of this investment is not guaranteed and on encashment you may not get back the full amount invested. Past performance is no guarantee of future performance. 

“I have been with Paul for about 5 years and, despite the recession, I have seen the value of my Investments rise steadily in that time. He is approachable and responds quickly to any queries or requests I have. If I need to make a withdrawal, he can organise it so I lose the least amount of interest and pay the least amount of tax. The personal Annual Review is very helpful – a chance to discuss my future requirements in person.”
Vicky, London
“Paul provided us with a summary of our financial position in plain English and guided us through a variety of possible solutions. My partner and found Paul very easy to talk to and outlined the pros and cons of each of the options presented to us.My partner and I would certainly recommend Paul to anyone seeking advice on restructuring their finances.”
Paul, East Sussex
“We are kept informed at all times if any related issues arise regarding our investment. Regular reviews, with full and frank discussions regarding attitude to risk.”
Barry and Hazel , Farnborough, Hampshire

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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.