We will recommend an investment solution that has been carefully and thoroughly researched to meet your specific objectives. We offer a friendly, reliable service and are happy to meet with clients either at their home or at our offices which are conveniently located close to Hailsham town centre with on site car parking available.
We take great pride in building strong relationships with our clients, ensuring that we continue to fully understand their goals and aspirations. For many of our clients we provide an investment planning service with regular reviews of all their investments and savings, including ISA and pension funds.
We take great pride in building strong relationships with our clients, ensuring that we continue to fully understand their goals and aspirations. For many of our clients we provide an investment planning service with regular reviews of all their investments and savings, including ISA and pension funds.
Services
I have worked in the financial services industry for over 20 years and have been fortunate enough to be involved in many different aspects of the industry including financial advice, compliance and training. I hold the Certificate for Financial Advisers (CeFA), the Certificate for Mortgage Advice and Practice (CeMAP) and a Taxation and Trusts qualification.
Including life assurance, critical illness cover and income protection with an analysis to identify any potential shortfall in your existing cover. Retirement planning including analysis of existing provision and 'open market option' advice if you decide to take an income by purchasing an annuity. Investment solutions that have been carefully and thoroughly researched and placed in a portfolio to meet your specific objectives and risk profile.
A full understanding of your financial priorities is the starting point for sound financial planning. Initially we like to meet and talk about your needs and objectives, including any specific concerns that you may have. This initial meeting also provides us with the opportunity to discuss the services that we provide and agree which is the most appropriate for you.
We passionately believe that the way in which we are paid should be transparent and accurately reflect the work that we have undertaken for our clients. Payment can be by way of commission from a product provider, a fee or a combination of both. We will fully explain and agree the method by which we will be paid and how much in advance of undertaking any work.
The financial security that you have worked so hard for can easily be compromised by a sudden unexpected change in circumstances. How would you and your family cope with the financial effects of long term sickness, a critical illness or death? Looking carefully at your individual circumstances we can help you achieve peace of mind, knowing that you and your family are properly protected.
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