Wealth Management Advice in East Sussex

Clifford Osborne are Independent Financial Advisors (IFA) based in Eastbourne, offering Wealth Management advice and services. We serve clients throughout East Sussex including Eastbourne, Lewes, Seaford, Bexhill, Hastings, Newhaven, Crowborough, Uckfield, Tunbridge Wells, Brighton and Hove. To arrange a free initial discussion at your home, workplace or our offices contact us today.

Wealth management is the creation of an investment strategy and financial plan to meet a number of financial goals with the investments and financial planning needs reviewed on a regular basis to ensure that they are still on track.

Higher net worth individuals or small business owners are often in need of this advice due to the complexity of their planning needs and opportunities presented to them. Clifford Osborne are both experienced and well qualified to deliver a tailored wealth management service.

We produce a bespoke financial plan and investment strategy report aimed at meeting your personal and financial needs. We will discuss the planning strategies in a presentation meeting and make any adjustments until you are happy with the final recommendations.

We will then work with you in implementing the planning and wealth management. This can often take a number of meetings as there may be a number of areas of advice we have agreed.

Once the strategy is in place we will review and monitor this on a regular basis. Wealth management and financial planning meetings are usually held at least annually and as and when required.

Our Investment Strategy and Management

Clifford Osborne offers an advisory investment management service to our clients. This means that any initial investment strategy or changes to your portfolio are always agreed with you before we implement the financial plan.

We offer our wealth management advice and services to clients in East Sussex, Eastbourne, Lewes, Seaford, Bexhill, Hastings, Newhaven, Crowborough, Uckfield, Tunbridge Wells, Brighton and Hove. Please contact our IFA’s for more information.

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.