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.
Autumn Budget and Spending Review 2021
The Chancellor of the Exchequer, Rishi Sunak, delivered his Autumn Budget and Spending Review 2021(SR21) to Parliament on Wednesday 27th October 2021.
This Budget follows another year of extraordinary economic challenges as a result of the ongoing COVID-19 pandemic. In our comprehensive guide, we look at what the key announcements could mean to you, your family and your business.
With the economic recovery underway and emergency support winding down, the Autumn Budget and SR21 set out the government’s plans over the rest of the Parliament. The SR21 sets departmental budgets up to 2024/25.
At the heart of these plans is the government’s ambition to level up, reducing regional inequality so that no matter where in the UK someone lives, they can reach their full potential, find rewarding
work and take pride in their local area.
The optics of the Autumn Budget were that taxpayers’ money will be spent where it makes the most difference to people’s daily lives: creating high-wage and high-skilled jobs, reducing NHS waiting lists, putting more police on the streets, upgrading roads and railways, and building new homes, hospitals and schools.
The pandemic has demonstrated the risk of unforeseen shocks and there remains uncertainty around the path of the virus. The Chancellor admitted the months ahead will be ‘challenging’. He said: ‘The Budget does not draw a line under COVID’ but he declared it will pave the way for a ‘new economy post-COVID’.
Mr Sunak said employment is up and investment is growing, outlining that the UK is ‘recovering faster than major competitors’. He announced he would prepare the country for an ‘age of optimism’.
What does the Autumn Budget 2021 mean for you?
In our comprehensive guide to the Autumn Budget and Spending Review 2021, we reveal the key announcements.
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
Pandemic triggers shift to saving
People thinking more about their spending and financial priorities The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their money, with more …
Change to the state pension triple lock
Pensioners ‘deeply disappointed’, particularly women and self-employed The earnings benchmark of the State Pension triple lock will be temporarily set aside for next year. The Department for Work …
How can I protect my money from inflation?
Five questions to ask before inflation really takes off ‘How can I protect my money from inflation?’ is a question that many people may be asking themselves right …
UK pensioners underpaid
More than £1 billion in State Pensions impacted due to ‘repeated human errors’ The Department for Work and Pensions (DWP) underpaid 134,000 pensioners in State Pension to the …
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