A privately owned Independent Financial Advisers, we are based in central Hove.
We have many local clients, but often deal with people further afield. We are able to meet you at the office, or your own home.
We have strived to work in a paperless environment, so all paperwork is directly scanned to your own client file. This keeps things totally clear for us to advise, but also gives you unrivalled access to your own financial paperwork, all at the touch of a button. If you are dealing with many financial institutions things can seem very complicated. Our systems keep all of your information together, keeping things clear and simple, ultimately keeping you in touch with your finances.
Our systems are there to use if you prefer, but we are happy to help in whichever way you choose. We offer updates by post, and we are available to talk to at anytime, the choice is yours.
Keeping your financial information secure is our priority. This is why our online systems run using encrypted SSL connections. Data is backed up and stored on our secure dedicated servers. All personal paperwork is shredded and recycled ensuring complete security and privacy.