Business Details
Your Trusted Financial Partner in Sussex
Established over three decades ago, we have built a reputation for delivering exceptional financial advice and client service. Our expertise spans investment, retirement, and tax planning, supported by trusted wealth management solutions. We prioritise understanding individual client aspirations, creating tailored financial strategies that evolve with their needs. As an Independent Financial Adviser (IFA) regulated by the Financial Conduct Authority, we adhere to rigorous standards of impartiality and transparency. Our team of Chartered Financial Planners combines deep industry knowledge with a commitment to clear, client-focused communication.Backed by the Cow Corner Group, we offer financial security and long-term partnership to both individual and corporate clients. Our community involvement reflects our dedication to local causes, including support for special needs projects and arts initiatives. With over 1.13 billion in client assets under management, we blend tradition, innovation, and ethical practice to deliver sustainable financial outcomes.
Services
Financial Planning
Investment Management
Pension Advice
Tax Planning
Mortgage Solutions
Protection Insurance
Estate Planning
Retirement Strategies
Wealth Management
Corporate Financial Planning
Highlights and features
- Over 30 years of experience in independent financial advice
- Chartered Financial Planners with industry-recognised qualifications
- Transparent, impartial guidance aligned with client objectives
- Backed by the financial stability of the Cow Corner Group
- Award-winning client service with personalised communication
Associations and certifications
- Financial Conduct Authority
- Trading Standards Buy with Confidence
What people say
Exceptional professionalism
Personalised investment strategies
Transparent communication
Stress-free mortgage process
Long-term financial security
Services
Financial Planning
We create tailored financial plans addressing individual life goals, from career milestones to retirement. Our approach combines risk assessment, cash flow analysis, and long-term wealth management. Clients benefit from regular reviews ensuring strategies adapt to changing circumstances while maintaining tax efficiency and growth potential.
Pension Advice
Specialist guidance on pension types including SIPPs, workplace schemes, and annuities. We optimise retirement income through drawdown strategies and tax-efficient withdrawals. Our expertise covers pension transfers, inheritance planning, and compliance with regulatory requirements to safeguard client assets.
Investment Management
Discretionary investment services managing over 1.13 billion in client assets. We employ diversified portfolios aligned with risk profiles, combining traditional and alternative assets. Regular performance monitoring ensures alignment with financial objectives while navigating market volatility.
Mortgage Solutions
Comprehensive mortgage advice covering residential, buy-to-let, and equity release options. We compare market deals to find competitive rates while considering long-term affordability. Our service includes remortgaging strategies and guidance on government schemes for first-time buyers.
Tax Planning
Strategic advice to minimise tax liabilities through legitimate allowances and reliefs. We specialise in inheritance tax mitigation, offshore investment structuring, and pension contribution optimisation. Our approach ensures compliance while maximising post-tax returns across generations.
People
Seb Lewis
Financial Adviser
Chartered Financial Planner with expertise in holistic wealth management. Specialises in creating tailored investment strategies for high-net-worth individuals while maintaining a personable, accessible approach to client relationships.
Paul Grennan
Mortgage Adviser
Experienced mortgage specialist with deep knowledge of residential and buy-to-let markets. Recognised for navigating complex cases and securing competitive deals through strong lender relationships while maintaining clear client communication.
Julie Ward
Mortgage Adviser
Dedicated mortgage professional known for exceptional client support during property transactions. Combines technical expertise with empathetic guidance to help clients achieve homeownership goals efficiently and confidently.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, tax planning, mortgages, and protection insurance, offering tailored solutions for individuals and businesses.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under number 228341.
How do you tailor financial plans to individual needs?
We conduct comprehensive assessments of client goals and risk profiles, creating adaptable strategies with regular reviews to ensure ongoing alignment.
Can you help with first-time mortgage applications?
Yes, we guide first-time buyers through the mortgage process, explaining options and securing competitive deals suited to their circumstances.
What investment options do you offer?
We provide diversified portfolios including equities, bonds, ethical investments, and alternative assets, managed according to individual risk tolerance and objectives.
How are your financial advisers qualified?
Our team includes Chartered Financial Planners with advanced industry certifications, ensuring expert, up-to-date financial guidance.
