The Best Financial Advisors In Brighton

Need Financial Advisor in Brighton?

Let us find the Best Financial Advisor for your Needs and Situation.

Drewberry™ – How Financial Advice Should Be

We help our clients take control of their finances by building lasting relationships where we support them to make informed decisions when it comes to their long term financial wellbeing.

Meet our team of passionate experts who through technology and fanatical service simply want to help maximise our clients financial wellbeing. We are a team of UK financial planners with offices in London and Brighton.

We provide our financial advice services to individuals and businesses throughout the UK on a wide range of topics from protecting ones personal finances or managing their wealth to setting up Employee Benefits for large UK companies.

We placed over £1 billion worth of risk with insurers for our clients in 2020.

We provide advice on products from every single UK insurance provider, including Aegon, Aviva, AXA, Bupa, Legal & General, Liverpool Victoria, Old Mutual, Scottish Widows and the list goes on.

In 2020 we won two Cover Excellence awards, Protection Intermediary of the year and the Proud to Protect award, as well as being highly commended at both the Moneyfacts and the Protection Review Awards.

We are frequently quoted in leading papers such as The Independent and Financial Times with a growing reputation in the media as insurance and financial experts.

Services

Income Protection
Income Protection Insurance is designed to replace a proportion of your monthly income should you suffer an accident, sickness or unemployment that prevents you from working.
Business Protection
Business Protection Insurance provides a financial safety net for your company if a key individual, shareholder or partner dies. The cash lump sum payout is designed to keep your business afloat during such difficult times. Add Critical Illness Cover to pay out if a key individual suffers a serious illness such as cancer, heart attack or stroke.
Employee benefits
Employee benefits are products and services an employer pays for on behalf of their staff. A benefits package can encompass a range of perks that reward staff for their hard work and promote their wellbeing. This includes a pension (now mandatory for many workers under auto-enrolment), as well as insurances and other wellbeing benefits.

Office
125-135 Preston Road Brighton BN1 6AF

Contact: Drewberry™ – How Financial Advice Should Be

McCreath Financial Partners

We pride ourselves on the depth of technical financial knowledge to make finance happen and work for you. We look forward to welcoming you as a client in the future.

We offer a full range of products and solutions for both personal and corporate clients and work alongside legal, accounting and estate management professionals to enhance the service we are able to offer and to provide one point of contact for all your financial planning needs.

McCreath Financial Partners have been fortunate enough to raise money for some very deserving charitable organisations. We believe that helping our community is important.

Most recently we have worked with Avon Riding Centre for the Disabled and have facilitated donations in excess of £10,000 through corporate partners and a charity FitBrit 2010 event.

We look forward to supporting them and other new charities in the future. McCreath Financial Partners are an independent, progressive and forward thinking advisory firm which focuses on exceptional client service.

Services

INVESTMENTS
Whether you are investing with specific goals in mind or want to grow or review an existing portfolio, McCreath Financial Partners can offer professional help and advice. If you have unstructured savings, a large amount of cash from a redundancy payout or a retirement lump sum but do not know where to start, we can help.
PENSIONS
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. With the vast range of options available, the pension arena can be bewildering. The decisions and choices you make will affect the income you receive when you do reach retirement.
PROTECTION
Prolonged ill-health, disability and death are all major threats to a family’s financial security. While these issues are not pleasant to think about, the better prepared you are, the better you will cope.

Office
MCCREATH FINANCIAL PARTNERS, STANMER HOUSE, STANMER VILLAGE, BRIGHTON, BN1 9QA

Contact: McCreath Financial Partners

RockWealth Brighton IFA

RockWealth Brighton serves clients across Sussex as well as London and the wider South-East. We are part of an award-winning, chartered and certified national financial planning network with offices across the UK.

RockWealth at the forefront of a movement for positive change in the financial advice profession — constantly looking for new ways to improve outcomes for our clients. Our evidence-based investment philosophy is designed in a disciplined way to consistently capture market returns but without shocks.

We include investment factors that have positive environmental, social and governance characteristics. We work with people; couples, families, business owners, entrepreneurs and decision-makers, who want to live their lives on purpose.

We offer them the expert guidance they need to expand what it is possible to achieve with their money. Allowing their aspirations to blossom and flower. The nationwide lockdown in response to the Coronavirus pandemic has hastened the trend towards video conferencing and working from home.

There will always be those who prefer to meet their financial adviser in person. But what if you live far away from the nearest RockWealth office? Or perhaps you simply prefer the convenience of working with us from the comfort of your own home?

Either way, our pioneering new service RockWealth Online is for you. The process and the level of service are exactly the same as they are for all of our clients, and you’ll still have all the benefits of meeting us face-to-face.

We love what we do and relish working with caring, fun and interesting people. This means you will find us refreshingly down to earth and easy to work with. We have strong beliefs about how a financial planning business should be to nurture its clients and the wider community. We aim to embody these beliefs in everything we say and do.

Services

Financial Planning
Financial advisers often focus on investment market predictions or fund performance history. Unfortunately, the evidence shows time and time again it is virtually impossible to predict future investment returns with any degree of consistency.

Office
Mocatta House Trafalgar Place Brighton BN1 4DU

Contact: RockWealth Brighton IFA

Brighton and Hove Financial Consultants

Brighton & Hove Financial Consultants are Mortgage Specialists dedicated to finding our customers the best mortgage and insurance solutions available. It’s what we do. Our in-depth knowledge of mortgage and insurance products means we can expertly guide our customers, both individuals and businesses, through the often bewildering array of mortgage options.

We are not tied to a single lender so we can offer the professional and broad advice that you won’t receive from high street lenders.

And because we are not tied to just one lender we are able to partner with carefully selected businesses to offer an unrivalled range of product knowledge.

Brighton & Hove Financial Consultants offers a personal service that’s built on a deep understanding of our customers’ individual needs. This way you can relax, knowing that we’ll find you the best mortgage and insurance solutions available, tailored for you.

Our panel of trusted partners and industry regulators offer us up-to-the-minute market knowledge, and we are able to pass that knowledge and experience on to our customers through our expert service. Ultimately, arranging your mortgage should be a stress-free experience, and we want you to feel you have received the best advice possible.

Services

Income Protection
Income Protection provides a regular tax-free income for policyholders if they are unable to work due to accident or sickness. It is available to both the employed and the self-employed.
Critical Illness Cover
Critical illness cover pays out a tax-free lump sum to policyholders if, during the term of the policy, they are diagnosed with one of a number of specified ‘critical’ illnesses or conditions, such as: cancer, Parkinson’s disease, multiple sclerosis, paralysis following a heart attack or stroke.
Life Insurance
Life insurance policies pay out either a lump sum or a series of payments on death during the ‘term’ of a policy, usually to your dependents.

Office
Ground Floor Office 60 Lansdowne Place Hove East Sussex BN3 1FG

Contact: Brighton and Hove Financial Consultants

JPS Wealth Management Ltd

JPS Wealth Management Ltd was established in 2013, when it’s Director Jayna Shah accepted an invitation to join St. James’s Place Wealth Management. We are able to provide advice to clients across the South East of England including London.

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. St. James’s Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.

We offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.

We can offer you advice which helps create the right investment strategy, based on your own specific circumstances. The St. James’s Place range of investment solutions and ongoing services has been carefully refined to help you reach your financial goals.

St. James’s Place risk-rated portfolios enable you to spread your investments across a wide range of global asset types, run by fund managers with different investment styles, to create a balanced and diversified investment solution.

The value of investments with St. James’s Place will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

Services

INVESTMENT PLANNING
Whether you’re looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being.
RETIREMENT PLANNING
When it comes to thinking about your retirement, it’s never too soon to get started. In an increasingly uncertain financial landscape, now is the time to ensure you have access to the expert retirement advice you’ll need.
PROTECTION PLANNING
There was a time when looking after your estate was only for the wealthy. Most of us are aware of the need to make plans to ensure our futures are protected, but very few of us are actually doing anything about it.

Office
Hova House, 1 Hova Villas, Hove, BN3 3DH

Contact: JPS Wealth Management Ltd

Opus Gold Finance

The ethos at Opus Gold is to build a robust structure to our clients financial planning from day one. Careful planning now allows our clients the flexibility to draw from many different sources at life changing events, such as retirement.

This enables our clients to gain growth and tax efficiency whilst their wealth grows yet limits the down turn in investments and the tax you will pay when you need the money the most.

The 22 years of Financial Planning experience at Opus Gold has helped us recognise that in such a changing world your finances need to evolve with it. For example your retirement is not all about paying into just a pension when other tax wrappers may be more appropriate.

Auto-Enrolment legislation means every UK Company will be required to provide a Qualifying Pension Scheme but these are unlikely to be the only changes to pension legislation in the future.

We Offer advice for employers in relation to providing pensions, life assurance, income protection cover, critical illness insurance and medical insurance to your staff. Auto Enrolment is the Governments latest attempt to address the shortfall in UK pension savings.

Services

WEALTH MANAGEMENT
Your Opus Gold adviser will design and carefully manage your investment portfolio solution for you and be on hand to discuss and deal with your requirements whatever they should be.
CASH MANAGEMENT
For those clients who do not want exposure to investment risk with all or part of their money we provide a personal service for your cash management.
RETIREMENT OPTIONS
When choosing how best to take you pension the first decision to make is whether you want to draw the tax free cash amount which is normally a maximum amount of 25% of the fund value.
LIFE COVER COSTS
Here you can obtain quotes from the market leading insurance providers in less than a minute!

Office
106 Queens Rd, Brighton BN1 3XF, United Kingdom

Contact: Opus Gold Finance

North Laine Financial Management Ltd

We are an independent firm of Chartered Financial Planners and pride ourselves on our personal service – the close working relationships that we establish with our clients as we help them to achieve their financial goals.

We are specialists in advising clients on the financial aspects of Lifestyle and Retirement Planning. By turning what might be complex personal finance issues into simple plain English solutions, we ensure that our clients are always fully in control of their money.

We are also proud to be one of a very small number of financial planning firms to have been accredited by the Solicitors Regulation Authority to provide training to Solicitors. We pride ourselves on the good relationships we have with each of our clients, where we know them and where they know us and trust our approach.

Our clients are our best advocates, we build strong, long lasting relationships. We regularly communicate with our clients advising them of the new trends within the marketplace and the effect they could have on their financial future.

In our view, it is as important to preserve wealth as to grow it, although we hope that we can manage a bit of that too. We shall not promise to deliver investment performance which will ‘shoot the lights out’. Instead, we’ll seek to diversify your assets over all the main asset classes, and across a wide range of investment institutions, so that your overall position should remain sound, come what may

Services

Retirement Planning
The good news is that more of us are living longer. But that brings its own problems.
Wealth Management
Wealth can be destroyed more easily than it can be created. Often the threats to it are not immediately apparent, even to experts and regulators – recent years have resounded to the slamming of stable doors.
Tax Planning
Whether we’re talking about the money we earn or the money our savings earn for us, the taxman takes as much as £4 in every £10.
Cash Advisory Service
One of our clients was pleased to see that his bank was offering the most competitive rate in the market for cash ISAs only to then discover that his cash ISA was in a different account and he was only receiving 0.15% interest annually.

Office
West Wing, 47 Old Steine, Brighton BN1 1NW, United Kingdom

Contact: North Laine Financial Management Ltd

Rowland Independent Financial Advisers

As Independent Financial Advisers, this site has been designed to provide information about us and the services we offer. We focus on pre & post retirement planning, pensions and investments through initial and ongoing advice, with experience and integrity.

If you are new to us, please be sure to read our Testimonials on the next page. For existing clients, you are able to log in and take advantage of our innovative tools, including personalised live view portfolios.

For over 15 years we have been committed to truly independent financial advice… Rowland Independent Financial Advisers offer a professional service that is differentiated in today’s cluttered market.

We firmly believe that our clients need to receive the right service, at the right time and in the right way. For new clients, by utilising current state of the art technology we can provide more traditional personal ongoing service. As Independent Financial Advisers we are able to give you unbiased and relevant financial advice whatever your needs.

Despite the proliferation of seemingly ever-increasing consumer choice and the inevitable associated jargon and consumer issues, we still believe in the value of professional personal service – an aspect that has arguably all-but disappeared from financial institutions on our high streets.

Our Wealth Management Process
An innovative approach to managing your wealth. Our belief is that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered. Any by having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.

Services

Savings and Investments
Pensions (pre & post retirement planning)
Ethical Investments
Family Protection, inc. Life Assurance, Income Protection, Critical Illness Cover
Inheritance tax planning

Office
2, The Copse, 50-52 Prince’s Rd, Brighton BN2 3RH, United Kingdom

Contact: Rowland Independent Financial Advisers

Independent Pilots Financial Services

The Independent Pilots Association is a Professional Association and Pilot’s Trade Union that was formed by Flight Crew. We promote the welfare and interests of Flight Crew and are owned and managed by Flight Crew.

We offer assistance to pilots who join the IPA in many ways including, reviewing CV’s, reviewing contracts of employment and service, representation of full members at Grievance and Discipline hearings and where necessary and appropriate at Employment Tribunals. We are also experienced in negotiating settlements for members in situations where it has not been possible for the employment relationship to continue.

Since the Independent Pilots Association’s inception in the early nineties, we are proud to have been able to support our members on a wide variety of issues and have successfully taken many cases to Employment Tribunals.

We pride ourselves on providing a specialist personal and dedicated service for our airline pilot members. Unlike our competitor’s, representation is provided from our HQ so that you can be sure of receiving a consistently high standard of service and support. Our local reps are trained to provide immediate care and assistance. As a member, we are there for you 24/7 through our emergency contact line.

Our legal advice and assistance covers Full Members for up to £30,000 as part of their Pilot Union membership. There is also a facility to buy Supplementary Legal cover.

Steady growth of membership has been experienced over the years with new members coming from both ends of the career spectrum and current membership is spread throughout all operators, from air taxi operators to major airlines, as well as some overseas.

The Board of Directors comprises of current and retired pilots from a variety of UK airlines and aviation companies with a wealth of experience and background in all aspects of aviation.

Services

Savings
Investments
Mortgages
Income Protection
Trusts
Pensions
Protection
Tax planning

Office
Telecom House, Preston Rd, Brighton BN1 6AF, United Kingdom

Contact: Independent Pilots Financial Services

Aspect8 Brighton

Individuals, families and business owners have trusted us to help them achieve long-term financial security for over 30 years. We take pride in providing a friendly, responsive and straightforward personal service with a human touch.

Managed independently, with the backing of a safe and financially secure parent company, our client-focused approach draws on two centuries of experience to deliver the best possible outcomes for you.

But there is more to wealth management than investing in stocks or property. We take a holistic approach, considering your lifestyle and priorities alongside the eight crucial aspects of financial success that gave our company its name.

Our Chartered status means that we are committed to putting you first, with a team whose values align with the highest professional standards. It means we are always at the forefront of our field, because we invest in people who maintain their knowledge and never rest on their laurels.

Our team are committed to ongoing development, so together we have the expertise to guide you, no matter where your journey takes you.

We’re passionate about getting the best possible result for our clients, and we have the record to prove it. We are proud to have won Leading Adviser Business for the seventh year running at the UK Platform Awards 2019.

Services

Savings
Cash savings are an integral part of any comprehensive financial plan and are important in securing your lifestyle and livelihood.
Investments
Whether you are saving with a specific goal in mind or just want to achieve better returns than cash savings, investing your money in a well-diversified portfolio will give you the best chance of realising your goals.
Income Protection
An Income Protection plan can pay a regular monthly benefit, replacing income lost in the event of injury or illness. This can help you meet your financial commitments without relying solely on state benefits.

Office
Telecom House, 125-135 Preston Rd, Brighton BN1 6AF, United Kingdom

Contact: Aspect8 Brighton

The Best Financial Advisors In Brighton

The Best Financial Advisors In Brighton

Need Financial Advisor in Brighton?

Hints & Tips

Quick Links

Contact Now