We are an award winning boutique Chartered and Accredited Financial Planning Firm providing Independent Financial Advice to clients based in Sussex and the surrounding counties. We help our clients make the right decisions about their financial future by delivering honest, sound and sensible financial advice. We work with you to develop a personalised financial plan that focuses on the things you can control so that you can stop worrying about the stuff you can’t.
The make up of our membership pretty much reflects the business landscape in mid Sussex.
It features a wide range of companies, from farming estates to fitness studios, from accountancy firms to music companies.