The Causeway, Horsham, West Sussex

We understand that the advice our clients receive needs to be tailored, personal and understandable

Deer in Warnham, West Sussex

We offer a uniquely personal approach creating a strategy that works for you today, and as your circumstances change

War Memorial, Carfax, Horsham

Our relationship begins by getting to know you, your financial situation, and understanding what’s important to you

Sheffield Park, West Sussex

We believe in building long-term relationships based on real understanding, trust and transparency

A Guide to Pensions and Divorce

A Guide to Divorce and Pensions

Breaking up is hard to do! Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some cases worth more than the equity…. Read More »

A Guide to Year End Tax Planning

Important moves before tax year end

Don’t miss the chance to make the most of valuable tax-efficiencies and allowances It’s important to take the time to give your finances a year-end check-up. The 2017/18 tax year…. Read More »

A Guide to Estate Preservation

A Guide to Estate Preservation: Inheritance Tax

Passing on your wealth in the most tax-efficient way Welcome to our 2018 Guide to Estate Preservation. Wealth transfer has become an important issue for many families today. Individuals with…. Read More »

Making solid financial resolutions

Making solid financial resolutions

Grow your money and live the life you want The New Year is the perfect time to overhaul your life for the better, and one excellent place to start is…. Read More »

Reach your financial goals

Reach your financial goals

Helping you realise your retirement vision We’ve now entered a new age of retirement planning with the introduction of pension freedoms. Your retirement is likely to be the most important…. Read More »

Will you make provision for all those you hold dear?

Will you make provision for all those you hold dear?

Getting your affairs in order and planning what you want to pass on to loved ones Writing a will may seem daunting, and with everything else we should be thinking…. Read More »

Sleepwalking into retirement

Sleepwalking into retirement

Lack of pension knowledge among UK adults The UK’s middle-aged workers could be sleepwalking into retirement poverty. Four in ten people aged between 40 and 65 cannot accurately estimate their…. Read More »

‘Sandwich’ generation

Defined benefit pension schemes

Not having enough money for retirement is the biggest concern Average life expectancy has generally been increasing, and for the ‘sandwich’ generation, saving for their retirement is clearly a big…. Read More »

ISA returns of the year

ISA returns of the year

Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means, for all diligent savers and investors, you should make…. Read More »

Do you have a financial back-up plan this year?

Do you have a financial back-up plan this year?

Be prepared if life throws something unexpected your way Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Hundreds of thousands of people are…. Read More »

Planning the future you want

Planning the future you want

Pension freedoms bring optimism and adventure to retirement Will I ever slow down? Do I have the right plans in place? Retirement is a chance to do more of what…. Read More »

Investing for the future

Income investment strategies

Higher inflation and near-zero interest rates mean the responsible thing to do could be to invest rather than to save Many of us have been brought up to believe that…. Read More »

Countdown to retirement

Countdown to retirement

Matching the living standards of those who have already retired Retirement can mean different things to different people. Understanding how much it will take to provide an income for yourself…. Read More »

Millennial outlook

Millennial outlook

Pension saving high up on the list of workplace priorities Workers from the so-called ‘millennial generation’ are putting pension saving high up their list of workplace priorities. Nearly six in…. Read More »

The bank that likes to say ‘yes’

The bank that likes to say ‘yes’

Repeated payouts to children could have a detrimental impact on your own long-term saving Many parents who are in a position to do so would want to provide financial help…. Read More »