Business Details
28 Years
experience
Independent Financial Planning Services
Founded in 1998, we are an independent financial advisory firm authorised and regulated by the Financial Conduct Authority. Our team of highly experienced advisers, with an average of over 10 years' industry expertise, delivers tailored financial planning solutions across Sussex and the South East. We specialise in pension planning, investment management, mortgage advice, life assurance, and corporate financial services, working in partnership with legal and accounting professionals to provide comprehensive guidance. Achieving Chartered Financial Planning status in 2007 and ISO 9001 accreditation in 2005 demonstrates our commitment to quality standards. Our business model combines commission-based and fee-based services, offering flexible options to meet diverse client needs.We maintain strong relationships with product providers and mortgage lenders while prioritising client education through our extensive video library and market research resources. Our Georgian headquarters in Hailsham houses a dedicated administrative team that supports every client journey from inception to completion. We actively contribute to environmental sustainability through our partnership with Plastic Free Eastbourne and Proud to be Green accreditation. Our FCA registration (reference 207490) and membership of the Financial Ombudsman Service framework ensure transparent dispute resolution processes for all clients.
Services
Pension Planning
Investment Management
Mortgage Advice
Life Assurance
Corporate Financial Advice
Equity Release
Estate Planning
Income Protection
Details
- Year established: 1998
Highlights and features
- We have over 25 years of experience in independent financial advice
- Our advisers maintain an average of 10+ years' industry expertise
- We hold Chartered Financial Planning status and ISO 9001 accreditation
- We offer flexible commission/fee-based service models tailored to client needs
- Our FCA authorisation ensures regulatory compliance and client protection
Associations and certifications
- ISO 9001
- Chartered Financial Planning
Services
Pension Planning
We help clients determine retirement timelines and income requirements through comprehensive pension planning. Our advisers specialise in pension consolidation, drawdown strategies, and freedom & choice solutions. With Chartered Financial Planning status, we ensure clients receive expert guidance on state, workplace, and private pension arrangements.
Investment Management
Our investment services focus on capital growth and income generation through diversified portfolios. We offer regular savings plans, ISA management, and structured product solutions tailored to individual risk profiles. Our team provides ongoing portfolio reviews and market analysis to optimise investment performance.
Mortgage Advice
We provide mortgage advice covering remortgaging, first-time purchases, and buy-to-let financing. Our advisers compare products from major lenders to find competitive rates. We explain different mortgage types including fixed-rate, tracker, and offset options while considering clients' long-term financial circumstances.
Life Assurance
Our life assurance solutions protect families against financial hardship from premature death. We offer term life, whole-of-life, and critical illness cover options. Our advisers help determine appropriate coverage levels to maintain lifestyle standards and meet specific protection needs.
Corporate Financial Advice
We provide business protection strategies including key person insurance, partnership/shareholder protection, and succession planning. Our corporate services help businesses manage financial risks and ensure continuity during ownership transitions. We work with company directors and professional advisors to implement tailored solutions.
People
Karl Hopper-Young
Operations and Compliance Director
With multiple financial qualifications including MSc in Financial Planning and Chartered Manager status, Karl oversees compliance and operational standards. He has led the company's accreditation achievements and maintains FCA regulatory compliance.
Robert Slaughter
Chartered Financial Planner
As a Director and Chartered Financial Planner, Robert specialises in comprehensive financial planning solutions. He holds APFS accreditation and focuses on delivering mortgage and investment advice aligned with clients' long-term objectives.
Steve Gann
Mortgage Adviser
Certified in PFS standards, Steve provides mortgage advice covering residential and buy-to-let financing. His expertise includes complex cases requiring tailored mortgage solutions and advising on property investment strategies.
Jessica Kingsley
Apprentice Financial Planner
As an apprentice financial planner with a BA(Hons) degree, Jessica supports client onboarding and administrative processes. She is developing expertise across all financial planning areas under senior team supervision.
Questions
Are you truly independent financial advisers?
Yes, we are fully independent and not tied to any specific product providers.
How are your services charged?
We operate on commission from lenders or transparent fee-based arrangements agreed upfront.
Do you offer digital services?
Yes, we provide online policy access, market data, and educational video resources.
What areas do you cover?
We primarily serve Sussex and the South East region from our Hailsham office.
How qualified are your advisers?
Our team holds Chartered status, ISO 9001 accreditation, and multiple industry certifications.
Can you help with business financial planning?
Yes, we offer corporate financial advice including protection, succession planning, and business continuity solutions.
Videos
