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Our advice areas

Fully independent Financial Advisers based in Worthing, West Sussex

Ethical Investments

Our ethical investments team can build a financial plan that helps make a difference to your financial future as well as the future of the…

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The best financial planning starts with a solid foundation. For most of us, this means protecting what we already have: Our home, our life, our…

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Equity Release

Equity release makes it possible to obtain a lump sum or additional income from your home. It is typically available for those who have retired,…

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Long Term Care

As you get older, you might develop health problems that could make it difficult to cope with everyday tasks. You may need help to stay…

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Inheritance Tax Planning (Estate Planning)

Estate Planning does not just apply to the wealthy. More and more individuals and families are falling into the Inheritance Tax trap because the value…

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Pensions and retirement

When it comes to pensions and providing for our retirement, too many of us are doing too little, too late. Putting away even a small…

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Our Worthing Investment Adviser team currently manages more than £325 million for over 1,500 clients. We have been trading since 1988. We are independent and…

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