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.
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: