Independent Investment Advisors

As experienced lump sum Investment advisors in East Sussex, you can rely on us to deliver a managed investment strategy.  This brings real benefits to you as investors and can add significantly to the value of your investments. Excellent funds can deliver excellent returns over and above what is expected, and the right mix of strategies can deliver a portfolio with greater potential and less risk.

Our offices are in Eastbourne, East Sussex and we meet our clients to discuss investment funds across a wide area including Hastings, Uckfield, Seaford, Crowborough, Newhaven, Lewes, Bexhill, Brighton, Hove, and Tunbridge Wells areas. Referrals from existing clients mean that we are also providing lump sum 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.

We believe that success is down to a multitude of factors and search for all influences that can make a difference, from the structure of a fund, to the history of the fund manager, through to the culture of the business they work for. We make sure this information is understood by the people who matter, the investors whose money is being entrusted to the fund management industry.

Confident decision making is the key to investment success. We offer independent investment advice on:

  • 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

Our FE* Select 100 fund range is created using FE’s in-house rating systems, combining FE Crown Fund Ratings, FE Alpha Manager Ratings, FE Group Ratings and the AFI which contains fund recommendations from a panel of leading financial advisers. These four scores are then combined to provide an overall fund score. From this, the top 100 funds are selected ensuring they are spread across a broad range of asset classes.

*FE is a leader in the provision of investment data, software tools and performance analysis to the financial services industry.

The advantage of selecting the investment funds using a quantitative rating system is to ensure the list remains free of any prejudice or bias and simply reflects the best funds. The ratings used are updated regularly ensuring that the FE Select 100 comprises the best funds possible.

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.

Please talk to our investment fund specialist, Paul Clifford, for more information. We work across East Sussex and Kent, including Hastings, Eastbourne, Lewes, Brighton, Tunbridge Wells, Uckfield, Seaford, Newhaven, Bexhill and further afield.

“Paul gave me clear, sound advice explaining complex information in a way that I could understand. After a year I have seen a return on my investments which is quite something in the current economic climate!”
Penny, Dartford, Kent

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.