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, Bexhill, Uckfield, Seaford, Crowborough, Newhaven, Lewes, 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.

How We Can Help

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

Arrange Your Investment Review Today

To arrange your no-obligation investment review contact us today. We often see clients across East Sussex offering Investment Advice in Bexhill, Eastbourne, Lewes, Hastings, Brighton, Kent and further afield.

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.

“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 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

Your Advice Steps

01 ➔

Contact Us

Call us on 01323 403 444 or contact us to set up a free initial meeting with one of our financial advisers or mortgage and equity release advisers. We’re happy to meet in person, on the phone or online. Just let us know what you prefer.

02 ➔

Get to know you

This will be a chat to find out a bit more about you, what your financial position and goals are and how we can help. This will be entirely confidential, and you are under no obligation to use our services. We will then give you a plan of what we can do to help.

03 ➔

Sharing your plan

Our advisers will talk through our recommended plan with you giving options to best meet your needs. We will take into account your current financial situation, your goals, appetite to investment risk and timeframes. You will have a chance to ask us any questions and then decide whether you want to go ahead.

04 ➔

Regular reviews

Your financial position will change throughout your lifetime. We are here to help you with regular reviews to make sure your financial plan meets your financial goals and current financial situation. We’ll agree with you when and how we meet on a regular basis to make sure your management plan is right for you.

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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.