Friendly, Independent Financial Advice in the heart of Horsham
We have been providing trusted, personalised financial advice and investment management in Horsham for more than 15 years. We always remember that our clients are our business; we care about the things that matter most to you and work closely with you to forge strong relationships that last the test of time.
Wealth
Management
We are one of the region’s leading independent wealth managers. Through our flexible, bespoke and personal wealth management service, we are here to help you achieve your financial and lifestyle goals and ambitions.
Investment
Management
Our investment team is comprised of highly skilled, like-minded experts who have come together to do things differently based on a set of shared values and principles resulting in portfolios that maximise returns while staying within your comfort zone on risk.
Pension
Advice
Retirement Planning is often at the forefront of our minds, but it's crucial to know if you are on the right path to being able to maintain the lifestyle that you want and take account of changes that may affect your plans when heading into your retirement.
Your financial plans in
expert hands
Retirement planning is a long-term commitment, but wherever you sit in your retirement journey, we’re here to support you. Whether it’s starting a pension, saving more into your plan or helping with your options for retirement.
Investments and savings
Our investment strategy draws up a detailed future financial plan with funds that are chosen for you with specific and targeted outcomes for your investments.
Pensions
We carry out specialist analysis and reporting based on your existing pension fund, existing dormant funds and your personal pension ambitions and suggest a plan that's right for you.
Are you ready for retirement?
Being ready to retire means more than just no longer getting up to go to work. What it really takes is a solid grasp of your money, a carefully considered investment and spending plan for your life savings, debt that’s under control, and a plan you’re excited about for how you’ll spend your days.
Spring 2022 Forecast Statement Guide
What does the Spring 2022 Forecast Statement mean for you? In our comprehensive guide to the Spring 2022 Forecast Statement, we reveal the key announcements and their effect both on individuals and businesses across the UK.
Smart Money Newsletter Issue 104
Are you fed up with your nine-to-five? There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle.
Inside our latest issue of Smart Money, we look at some of the most common factors that determine when people choose to retire and the key steps people have taken to embrace early retirement.
As we move into the new 2022/23 tax year, now is the time to review your tax affairs to ensure that you have taken advantage of all reliefs available and have considered some planning opportunities to help reduce your tax liabilities. On page 04 we explain what changed at the beginning of the 2022/23 tax year, and what you need to be aware of.
We know you’ll have different priorities for your wealth at different points in your life. Whatever your financial aims, we can help you achieve them. For more information or to discuss your situation, please contact us. We hope you enjoy reading this issue.
Could your money be working harder?
It’s not surprising that the world of investing can seem complex. Investors today face often changing market conditions. An endless supply of market news. And many, many investment choices.
Investing enables you to potentially grow your money. Whether you’re looking to pay off your mortgage more quickly, boost your retirement fund or provide financial security for your child’s future, investing could help you get there sooner.
If you’re new to investing, knowing where to start can be a daunting task. Our guide, takes you through your investment journey, from what to consider before you start, the different types of investment options that might suit you, and the various asset classes. You’ll also learn why it’s important to focus on the long term as an investor and create a diversified portfolio that includes a range of different investments.
If you would like to find out more or arrange an appointment, please get in touch.
Financial Guides
Our financial guides are designed to help you help you better understand your money and make better financial decisions.
Guide To The Future Of Retirement
We all have our own idea of the life we’d like to lead after we’ve left the nine-to-five behind. Whatever retirement looks like for you, it’s important to make the right plans now, so that you have the freedom to enjoy the time when it comes, however you choose to fill it.
Insights
Millions of midlifers are propping up their families
Impact on work, wealth and well-being putting further pressure on age group The financial decisions made by individuals as they reach retirement could have significant consequences on their …
Passing on wealth to the next generation
30 million parents want to leave wealth in their Will Research[1] has highlighted how millions of Britons say they want to plan to pass on wealth to their …
Tax in uncertain times
Key financial changes that have affected millions of people from April Most taxpayers started to see their tax bills increase from April 2022. As we move into the …
More Britons insure their homes than their lives
Ensure your financial security for when you might need it most There are a number of reasons why you might need life cover and critical illness cover. If …
Dealing with divorce
Revolution in family law finally removes the need for blame as a basis for divorce No one enters into a marriage expecting it to end in divorce. However, …
Gender Pension Gap widens
Women have lower pension pot sizes in every age bracket The staggering impact of the gender pension gap has been revealed in new research[1] which shows that women …
Meet our dedicated team
Professional, expert, independent financial advisors with many years of experience and success – we’ve built our reputation on transparency, accountability, and trust.
Principal
Client Relationship Manager
Office Administrator
Office Administrator