We are a group of Independent Financial Advisers (IFAs) based throughout Sussex and we’ve been helping our clients for over 30 years.

Every one of our clients has different requirements. So, we take the time to understand your aspirations and concerns, creating financial action plans that are perfectly tailored to your needs now and in the future.

We hold accreditation under the Trading Standards approved ‘Buy with Confidence’ scheme and are members of the Federation of Small Businesses and the Personal Finance Society.

Our 7 Pension Transfer Specialists work to the Pension Transfer Gold Standard, an initiative from the Personal Finance Society. This is a voluntary code of good practice.

We now manage over £1.5bn of our clients’ capital.

All of our regulated Independent Financial Advisers are qualified to at the very least Diploma status and currently 6 have attained Chartered Financial Planner status. A qualification widely recognised as a Financial Adviser’s highest and most prestigious level of personal achievement.