1B, Stairbridge Court, Stairbridge Lane, Bolney, West Sussex
Chartered Financial Planners providing independent financial advice to both private clients and companies throughout South East England.
We help our clients make the right decisions about their financial future.
For our private clients, we specialise in retirement planning and investments. Our investment advice process is built upon market leading independent research tools and techniques to ensure robust and optimum outcomes tailored for each of our client’s individual investment needs and objectives.
For business clients we advise on all aspects of group pension schemes including automatic enrolment, contract based pension schemes and master trust based schemes such as NEST. We also provide advice for group risk and key person assurance.
Our first meeting with you is informal and the cost is covered by us, whether we meet for 60 minutes or 3 hours. Thereafter, if we do decide to work together, we’ll discuss and agree with you our fee and charge structure before any chargeable work commences and that this work is undertaken with your full agreement.
We are a Chartered Insurance Institute (CII) approved firm of Chartered Financial Planners. The corporate Chartered title demonstrates our ongoing commitment to an overall standard of excellence and professionalism, and evidence of that commitment to our clients, partners and employees.
1B, Stairbridge Court, Stairbridge Lane, Bolney, West Sussex RH17 5PA