Business Details
17 Years
experience
Your Trusted Financial Partner in Heathfield
We are an independent financial advisory firm dedicated to placing clients at the core of our operations. Established in 2009, we specialise in providing jargon-free financial planning tailored to individual and business needs. Our approach combines personalised service with rigorous analysis, ensuring clients receive practical strategies for pensions, savings, investments, and long-term care. With a team of qualified professionals, we maintain strong partnerships with accountants and solicitors to deliver comprehensive solutions. Regular monitoring and reviews ensure our advice remains aligned with evolving client goals, supported by our commitment to transparency and ethical standards. 
Services
Pensions
Savings & Investments
Protection
Long Term Care
Financial Planning
Details
- Year established: 2009
Highlights and features
- We provide independent, unbiased financial advice tailored to your unique needs.
- Our team holds advanced qualifications in financial planning and regulated services.
- We prioritise long-term client relationships through regular reviews and monitoring.
- We collaborate with accountants and solicitors for comprehensive financial solutions.
- Our advisors have over a decade of combined experience in wealth management.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent financial advisor
Prompt and professional service
Knowledgeable and efficient
Personal service
Highly recommend
Services
Pensions
Our pension services focus on building sustainable retirement income through tailored savings strategies. We assess individual risk profiles and long-term goals to recommend suitable pension schemes. With expertise in both personal and corporate pensions, we ensure compliance with regulatory standards while optimising tax efficiency for clients.
Savings & Investments
We design diversified investment portfolios aligned with clients' financial objectives and risk tolerance. Our approach combines traditional savings vehicles with strategic investments to maximise returns. Regular portfolio reviews ensure adaptability to market changes and evolving client needs, supported by our team's extensive market knowledge.
Protection
Our protection services safeguard clients against financial risks through tailored insurance solutions. We evaluate individual circumstances to recommend life, health, and critical illness coverages. By partnering with leading insurers, we ensure competitive premiums and comprehensive protection plans that provide peace of mind for families and businesses.
Long Term Care
We specialise in planning for future care needs through strategic financial arrangements. Our advisors assess care cost projections and recommend suitable funding mechanisms, including insurance and investment products. We ensure clients understand their options while maintaining financial security for both immediate and long-term care requirements.
People
Mark
Principal Partner & Senior IFA
With over 20 years in financial services, Mark established Sandycross in 2009 after roles at St James's Place and The Children's Mutual. He holds advanced financial planning qualifications and specialises in client-focused wealth management strategies.
Kimberley
Partner & Financial Executive
Co-founder Kimberley manages the firm's financial operations, bringing extensive accounting expertise from The Children's Mutual and payroll management. She holds Level 2 Business Finance and UK Financial Services Ethics certifications, ensuring robust financial governance.
Joanna
Independent Financial Adviser
Qualified since 2017, Joanna provides advisory services after progressing from administrative roles. Her experience spans Lloyds Private Banking and Hamptons International. She holds Regulated Financial Planning and Long Term Care Insurance qualifications, specialising in client-centric financial solutions.
Camilla
Financial Support Administrator
With a background in Debt Capital Markets at National Australia Bank, Camilla manages client administration. Her 15+ years in financial services ensure efficient support for client inquiries and documentation processes, maintaining the firm's high service standards.
Questions
What financial services do you specialise in?
We specialise in pensions, savings & investments, protection planning, and long-term care strategies tailored to individual and business needs.
How do you ensure advice remains up-to-date?
We conduct regular reviews of client portfolios and maintain professional qualifications, ensuring our advice aligns with current regulations and market conditions.
Can you help with business financial planning?
Yes, we provide corporate pension schemes, business protection, and investment strategies specifically designed for commercial clients alongside personal financial advice.
How are fees structured for your services?
Our fee structure is transparent and discussed during initial consultations, with charges based on the complexity and scope of financial planning required.
What areas do you cover?
We operate across East Sussex including Heathfield, Hove, and Tunbridge Wells, with clients from Brighton to Horsham and surrounding regions.
How do I register a complaint?
Contact us via email or our Heathfield office address. If unresolved, complaints may be referred to the Financial Ombudsman Service as detailed in our policies.
