Investment Portfolio and Review Service

If you have funds tied up in existing investment arrangements but aren’t sure they are in the right place, our East Sussex-based Independent Financial Advisors (IFA) can help with investment advice.

Our offices are in Eastbourne, East Sussex and we enjoy meeting clients across the Hastings, Uckfield, Seaford, Crowborough, Newhaven, Lewes, Bexhill, Tunbridge Wells, Brighton and Hove areas. As a result of recommendations from current clients we are providing investment advice well beyond the East Sussex borders too. To arrange a free initial discussion at your home, workplace or our offices contact us today.

By reviewing the suitability and effectiveness of your investments and making expert recommendations, our experienced portfolio managers can 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 any investment advice and recommendations

To arrange your no-obligation investment review contact us today.

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 to future performance. 

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

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

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