About

A little about us and what we do...

As a local company, we mainly advise clients in the Sussex Area. We believe you need to build relationships with clients to understand their needs and nothing beats face to face advice. We do however, have clients all over the country and are happy to discuss your needs wherever you are located and whatever your circumstances. We are also happy to travel to you if necessary and appropriate.

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.

We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.

With us, progress means development. Financial and life planning that helps you to navigate life's financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.

Our team are happy to meet at a day, time and location most convenient to you, with no obligation to you. These meetings are usually arranged by prior appointment. 

We have a dedicated and experienced administration team in our head office in Hove who are available to provide you with regular updates on the progress of your application to enable you to feel in control at all times. They also liaise with the lender, your solicitors and estate agent, ensuring a smooth, stress and hassle-free experience. 

Please contact us for a free initial consultation. We look forward to hearing from you.  We would love to help you with your finances and mortgage requirements.