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We have been helping highly successful individuals and families align their values and wealth, to achieve what is critically important to them, for more than a decade. I personally work very closely with entrepreneurs, planning their personal finances and exit strategies. Chartered Financial Planning firm status is seen as the Gold Standard in financial planning, giving our clients the reassurance that we work to the highest standards of integrity, helping them to shape and leave a better world for their loved ones.
Sussex
Independent Mortgage and Commercial Finance Brokers. Whole of Market research for residential, buy to let, investment, commercial, development and 2nd charge financing. Master Commercial brokers so we have direct access to all lenders in the UK and package for the majority of new and challenger banks. Whole of Market Protection research and advice covering areas such as Mortgage Protection, Life and Critical Illness cover, Income Protection and Buildings & Contents insurance.
James Aldworth
I have worked with Kate now for several months as I strove to buy my first property. As an expatriate and residing in a war-torn country, my case was not a straight forward one. Well, you would not have thought this the case working with Kate! A solutions focused individual, she did not give up, even when there were times when I thought of packing it in. If she decides on a change of career, I will have no hesitation in suggesting she come to the UN. Thank you Kate for going that extra mile. James.
Oakmont Financial Advice provides holistic, independent guidance across pensions, investments, mortgages and Equity Release - built around you, not a product
East sussex
Informed Financial Advice provides quality, independent financial advice for individuals and businesses. We are independent and because we are not tied to one single supplier we can search the whole market to identify the most suitable products and services for you, including residential, buy to let, self-build, commercial, bridging finance and second charge borrowing mortgages.
We offer free, no obligation initial meetings for all our financial services. To arrange a free initial discussion at your home, workplace or our offices contact us today. See our full list of IFA services – from lump sum investments and pensions to inheritance tax, estate planning, paying for care, equity release, protection and mortgages. The utmost care is taken to ensure our independent financial advice meets your needs and objectives, is fairly charged and presented in a warm, friendly manner.
Brian Oxley
Clifford Osborne is an excellent financial adviser. Paul Clifford was very patient in drawing together my various disparate savings schemes. As a result of this, he was able to recommend to me and my husband excellent suggestions about how to move forward with our financial planning. I cannot recommend Clifford Osborne highly enough.
Venture Mortgage Management is proud to be Seahaven & Eastbourne’s highest Google rated mortgage broker with over 60 five star reviews. Based in Seaford, East Sussex, Venture Mortgage Management offers a comprehensive range of mortgage and insurance advice services to domestic and commercial customers throughout the UK. Buying a property and securing the necessary funds can be time consuming, costly and a major hassle.
Uk
We aim to provide the right advice with a personal backup and unrivalled client experience. Specialising in bespoke solutions in the areas of Estate Planning, Retirement planning and Wealth Management, as well as Mortgages, Life and Health Insurance.
As an independent financial adviser, I aim to provide thorough, wide ranging professional advice and service. My emphasis is on personal involvement, quality, comprehensive advice and high quality communication.
East sussex
Family run Financial Advice firm offering advice in Mortgages, Protection, Investments, Pensions and Equity Release. - We do not charge a fee for mortgage advice.
You can be assured of a friendly welcome and straight forward guidance from very experienced specialists in retirement planning and investment. We will take the time to understand what you want to do with your money and will explain your options clearly in easily understood terms. Our firm is registered and regulated by the FCA and has been helping clients for over 30 years.
philip bonetti
I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.
