Worthing Football Club

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…