We’ve been established in Chichester for over twenty-five years and so we have a long tradition of providing expert advice in financial planning and services. 

We are one of only a select number of firms that hold the prestigious corporate Chartered status. This title is only given to firms showing a constant commitment to an overall standard of excellence.

As specialists in this area, we are adept at navigating the complex world of tax in relation to investments and pensions.

Our association with Lewis Brownlee Chartered Accountants means we can provide an ‘under one roof’ solution for anything financial. In addition, we have strong relationships with solicitors.

As well as those advice areas you might expect such as pensions and investments, we are authorised to advise on many specialist areas including defined benefit pension transfers, long term care and equity release.

We use state of the art intellectual property from market leading analysts and independent actuaries to set us apart from our competitors.