Business Finance Services

Our Story

Be Financially Secure has been guiding individuals and families in the West Sussex area towards financial security since 1987. Our team of experienced advisors combine comprehensive knowledge and personalized attention to deliver tailored financial solutions that meet your unique needs.

Our Vision

Our vision is to empower individuals and families to achieve financial clarity and secure their financial future. We believe everyone deserves access to reliable financial guidance that helps them navigate the complexities of financial planning and confidently navigate life's uncertainties.

Our Expertise

At Be Financially Secure, we offer a comprehensive range of financial services designed to address every stage of your life journey. Our services include:

Life & Income Protection

• Comprehensive evaluation of your existing cover and identification of any potential gaps.
• Sourcing and securing the most appropriate life insurance and critical illness cover from leading providers.
• Review of income protection plans like Income Protection and Salary Protection.

Trusts & Inheritance Tax Planning

• Tailored advice on setting up trusts to protect assets from inheritance tax and ensure their efficient distribution.
• Guidance on various Trust types and their suitability for individual situations.
• Assistance with the completion of trust documents and their implementation.

Additional Services

• Review and improvement of existing financial plans.
• Retirement planning and investment advice.
• Financial planning for businesses.

Client-Centric Approach

We believe in building strong client relationships based on trust and transparency. Our advisors work closely with you to understand your unique needs and aspirations, and provide bespoke solutions that align with your specific goals. We prioritize open communication and ongoing review to ensure your plan remains relevant and effective over time.

Experience and Independence

With over 30 years of experience in the financial planning industry, we draw on extensive knowledge and market expertise to deliver optimal solutions. Our independence from major providers ensures objectivity and allows us to tailor our recommendations to your individual needs.