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.
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. 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.