Who we are
We are a firm of highly experienced professionals with a clear, straightforward approach, combining effective tax and financial planning with a low cost investment philosophy. Proud to be based in Brighton, with the majority of our team originating from Sussex, we value long standing relationships and a strong connection to the community we serve.
We believe the long term impact of fees and charges on investment returns must be properly understood. Our financial planners provide clear, practical explanations of costs, the effect they can have over time, and the steps that can be taken to reduce them.
By aligning disciplined, low cost investing with efficient tax planning, we help clients improve net returns and build wealth with confidence and clarity to achieve their financial goals.
How we can help you
Our team brings together years of experience in financial planning and accountancy, allowing us to provide joined up advice across investments, tax, and long term financial strategy. We support clients across a broad range of needs, from straightforward, low cost investment solutions to more complex planning arrangements.
Whether you are building wealth, planning for retirement, or considering advanced structures such as family investment companies, we focus on clear explanations, robust analysis, and advice that is appropriate to your circumstances. Our role is to help you understand your options, the risks and benefits involved, and to implement solutions that remain aligned with your goals over time.
Who we work with
As an independent firm we are able to access the whole of the market when making recommendations. This means we can select platforms and providers that best meet your needs, focusing on suitability, cost, and long-term outcomes rather than being restricted to a narrow panel.
These are some of the platforms and providers we work with, among others. By building strong working relationships we help ensure our clients receive a high standard of service and ongoing support.
