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

2020 Guide to Setting Financial Goals

2020 Guide to Setting Financial Goals

How to create financial goals you can actually achieve Taking control of our financial life requires planning, and that starts with setting financial goals. Setting short-term, mid-term and long-term financial…. Read More »

2020 Guide to Pension Freedoms

2020 Guide to Pension Freedoms

How will you turn your pension into money you can see? You’ve worked hard for your retirement, but before you can start enjoying it, you’ll need to decide how your…. Read More »

2020 Guide to Estate Preservation

2020 Guide to Estate Preservation

Would you still need a monthly income if you can’t work? Welcome to our Guide to Estate Preservation. Effective estate planning aims to ensure that the wealth you have accumulated…. Read More »

Financial resolutions

Financial resolutions

What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s…. Read More »

Life is full of uncertainties

Life is full of uncertainties

If the worst were to happen, would your bills still get paid? Everyone should consider protection, even those who don’t have a family or a mortgage! Unless they have substantial…. Read More »

Tax-efficient investing

Tax-Efficient Investing

Legitimate ways for higher earners to reduce a tax bill Without a carefully developed tax planning strategy, higher-rate taxpayers run the risk of missing out on key tax benefits and…. Read More »

Estate protection

Estate protection

Preserving your wealth and transferring it effectively Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making…. Read More »

Pension freedoms

Pension freedoms

Retirees now have a whole host of new options The pension freedoms, introduced on 6 April 2015, have given retirees a whole host of new options. There is no longer…. Read More »

ISA returns of the year

ISA returns of the year

Time to explore your ISA options? An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This…. Read More »

Age is just a number

Age is just a number

What rising life expectancy could mean for you We know that age is just a number, and for different people it means different things. It’s also a phrase used by…. Read More »

The big questions to ask before you retire

The big questions to ask before you retire

Are you on track to enjoy the retirement you want? If you’re among the many older UK workers who will say farewell to full-time work in the next five years, now’s…. Read More »

Wealth uplift

Wealth uplift

Calculating the value of financial advice Quantifying the value of financial advice has always been a challenge because people who receive financial advice have different characteristics to those who do…. Read More »

Life after work

Life after work

Plan for the future you want Early retirement is no longer defined as the moment when you stop working forever. For many people, it’s simply the moment when you no…. Read More »

How do I plan for my retirement?

How do I plan for my retirement?

Self-employed business owners face unique challenges Saving for retirement can be more challenging when you are self-employed, as there is no one to organise a pension for you and no…. Read More »

Bullish millennials

Bullish millennials

Putting money to work earlier allows more time for savings to grow Millennials are more bullish than any other generation about their retirement savings, a major new study has found[1]….. Read More »