Who Are We?
We’re a team of fresh enthusiastic financial experts primarily helping personal and business clients in the Eastbourne and surrounding area. We have extensive experience dealing with a wide range of clients and this breadth of knowledge means we are expert at taking complex solutions and making them easy to understand and jargon free.
We know many of our clients live busy lives. Balancing your work, family and social life rarely leaves time to study, research, compare and analyse your current finances let alone plan for the future. We all know at times we need to review our life insurance, pension, mortgage or savings but often we don’t know who to trust to give us advice and who will take our individual situation into account. We bring high quality friendly advice to everyone and we promise not to be boring and stuffy!
What We Offer?
We offer a wide range of specialist services, including advice on investment, retirement, borrowing, protection and Inheritance Tax planning, as well as all types of pension schemes and employee benefits.
Being independent means we go to the whole marketplace. This creates more work for us, whether its researching your individual mortgage or investment fund from thousands or analysing the small print on an insurance policy. We believe that by going the extra mile our clients get the best value.
We can’t afford to build a business on “one hit wonders”. We believe in providing a high quality service, with the emphasis on building long term relationships with our clients, after all we plan on staying around for a long time to come!
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Just let us know your name, phone number and the best time to contact you and we'll do the rest.
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For pension and investment enquiries, please reach out to us via phone or email.
25 Hyde Gardens, Eastbourne, East Sussex, BN21 4PX