We give you the option of a secure video meeting which offers the same, in depth consultation and planning and the chance to ask any questions you may have.

Please do let us know at the outset if this is your preference and we’ll be delighted to facilitate this for you.

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
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