Business Details
14 Years
experience
Trusted Financial Advisers in Uckfield
Established in 2012 by Stephen Palmer, Cranwell Wealth Solutions has built a reputation for delivering tailored financial advice to individuals and businesses across East Sussex. Our team combines over two decades of collective experience in wealth management, leveraging expertise from global banking backgrounds to address clients' unique financial circumstances. As a Partner Practice of St. James's Place, we maintain rigorous regulatory standards while prioritising accessible, long-term strategies. Our approach integrates tax-efficient planning with regular reviews to adapt to evolving client needs, ensuring financial peace of mind across generations.We operate from a high street branch in Uckfield town centre, offering flexible consultation options including home visits and video calls. Our commitment to bespoke solutions has fostered enduring client relationships, reflecting our belief that financial advice should be both personal and transformative. The practice is registered with Companies House (Number 09005167) and adheres to the Financial Conduct Authority's regulatory framework through our partnership with St. James's Place Wealth Management plc.
Services
Investment Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Specialist Banking
Intergenerational Wealth Management
Details
- Year established: 2012
Highlights and features
- We offer over 20 years of combined experience in financial advisory services
- Our team provides personalised wealth management solutions tailored to individual client needs
- As a Partner Practice of St. James's Place, we ensure access to comprehensive financial products and services
- We offer flexible consultation options, including in-home visits and video calls
- Our approach focuses on building long-term client relationships based on trust and transparency
Services
Investment Planning
Our investment planning service creates strategic portfolios aligned with your risk profile and financial goals. We conduct comprehensive market analysis and monitor performance regularly to ensure optimal growth. Clients benefit from tax-efficient structures and diversified asset allocation tailored to their specific circumstances.
Retirement Planning
We design retirement strategies that maximise income while minimising tax liabilities. Our approach considers state pensions, private schemes, and alternative income sources to create sustainable post-retirement finances. Regular reviews ensure plans adapt to changing regulations and personal circumstances.
Protection Planning
This service safeguards your financial future through tailored insurance solutions. We assess life, critical illness, and income protection needs to create comprehensive coverage plans. Our recommendations balance affordability with adequate protection for both individuals and families.
Corporate Services
We provide strategic financial planning for businesses, including succession planning and tax-efficient profit extraction. Our services help company directors optimise personal and corporate finances while ensuring compliance with regulatory requirements.
Intergenerational Wealth Management
This service focuses on transferring wealth across generations efficiently. We implement inheritance tax mitigation strategies and trust structures to preserve family assets. Our approach considers both current and future beneficiaries' needs while maintaining regulatory compliance.
People
Stephen Palmer
Founder & Managing Director
Stephen established Cranwell Wealth Solutions in 2012 after a successful career in global banking. With over 20 years' experience in financial services, he specialises in creating bespoke wealth management strategies. His client-focused approach prioritises long-term relationships and practical financial solutions.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, protection policies, corporate financial solutions, and intergenerational wealth management. Our partnership with St. James's Place provides access to comprehensive wealth management products.
How can I schedule a consultation?
Clients can visit our Uckfield branch without appointment or book scheduled meetings. We also offer home visits and video consultations for added convenience.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority (FCA).
What areas do you serve?
While based in Uckfield, East Sussex, we serve clients throughout the region. Our flexible consultation options allow us to work with clients beyond our immediate geographical area.
How do you tailor financial plans to individual needs?
We conduct detailed assessments of each client's financial situation, goals, and risk tolerance. This information forms the basis of bespoke strategies that evolve with changing circumstances.
