Independent Financial Advisers

We, like any specialist; provide a service where doing the work yourself, is either too complex or time consuming. We can help solve the dilemma of which solution and product provider is best for you to use. 

We have detailed knowledge of the market, legislation, taxation and administration. This would take considerable time for you to research yourself, before you can make any informed decisions. Additionally, there are some areas of financial planning that can only be conducted through a qualified financial adviser (or example, there are product providers who do not sell directly to the public).

If you use a professional financial adviser like ourselves, then you can expect that the adviser: 

• Is someone you feel you can trust, who inspires confidence and is a discrete “sounding board” for discussion of any concerns or issues 
• Holds a QCA Level 4 financial advice qualification or equivalent (mandatory by 2013)  
• Is able to recommend products from across the whole market (some will only be able to recommend products from a limited range of providers) 
• Is fully authorised and regulated by the appropriate authority – The Financial Services Authority (FSA)
• Keeps fully informed and up to date with all relevant markets, products and providers 
• Keeps fully informed and up to date with all appropriate legislation, taxation and administration
• Demonstrates a clear understanding of your needs and objectives
• Provides you with a clear plan to meet your needs or achieve your objectives
• Offers a clear open charging structure, with options to pay for advice either on a fee basis or a commission basis (where the fee is deducted from any subsequent investments). 

Importantly, you should believe that your financial objectives are more likely to be achieved as a result of the services of your chosen adviser. 

If you are looking for financial advice with this level of expertise, please contact us. We are able to provide home appointments across the whole of West Sussex - Brighton, Hove, Haywards Heath & Crawley, East Sussex, Surrey - Croydon Sutton, Reigate, Redhill,  South London - Wimbledon, Fulham, Chelsea and Hammersmith and Central London.

This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for anything you do in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please contact us now for tailored advice. 

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK..