Business Details
36 Years
experience
Your Trusted Financial Partner in Eastbourne
Established in 1990, we are the longest-running independent financial advisory firm in Eastbourne. Our mission is to provide clear, straightforward financial planning that empowers clients to achieve long-term security and peace of mind. With over three decades of experience, we combine deep industry expertise with a client-centric approach, focusing on transparency, simplicity, and ongoing support. Our team of qualified professionals delivers bespoke solutions tailored to individual goals, ensuring financial plans remain adaptable and effective through life's changes.We prioritise regular reviews and open communication to maintain alignment with evolving client needs. Backed by Chartered status and regulatory authorisation, our commitment to excellence is reflected in our structured processes and dedication to reducing complexity in financial matters. Through collaborative relationships and a focus on education, we aim to inspire confidence in clients' financial futures.
Services
Financial Planning
Retirement Planning
Investment Advice
Tax Planning
Estate Planning
Wealth Management
Risk Assessment
Pension Advice
Details
- Year established: 1990
Highlights and features
- We have over 30 years of experience in independent financial advisory services.
- Our team includes Chartered Financial Planners with advanced industry qualifications.
- We provide transparent, jargon-free financial planning tailored to individual needs.
- We offer annual review meetings to ensure ongoing plan effectiveness.
- Our bilingual team supports clients with diverse communication needs.
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Financial Planner
Services
Financial Planning
We create comprehensive financial plans tailored to individual goals and circumstances. Our process begins with understanding your priorities through detailed consultations, followed by developing strategies that address retirement, investment, tax efficiency, and estate planning. With ongoing annual reviews, we ensure your plan adapts to life changes while maintaining clarity and simplicity in all recommendations.
Retirement Planning
Our retirement planning service focuses on achieving financial independence at your desired timeline. We analyse current pension arrangements, project future income needs, and implement strategies to optimise retirement savings. Through regular monitoring and scenario modelling, we help clients navigate complex pension rules while ensuring their financial plans remain aligned with evolving personal and regulatory landscapes.
Investment Advice
We provide tailored investment strategies aligned with risk tolerance and financial objectives. Our approach combines market analysis with personal circumstances to create diversified portfolios. We offer ongoing portfolio reviews and rebalancing services, ensuring investments remain aligned with long-term goals while maintaining transparency about fees, risks, and performance metrics.
Tax Planning
Our tax planning service identifies legitimate opportunities to reduce tax liabilities across income, capital gains, and inheritance taxes. We work within regulatory frameworks to implement strategies that optimise tax efficiency while maintaining compliance. This includes reviewing existing structures and recommending tax-efficient investment vehicles tailored to individual circumstances.
Estate Planning
We help clients create structured estate plans that ensure wealth is transferred according to their wishes while minimising inheritance tax implications. Our service includes reviewing wills, establishing trusts, and coordinating with legal professionals to create comprehensive succession plans that protect family assets for future generations.
People
Mark Smith
Partner
With over 30 years in financial planning, Mark has led client relationships at Simpsons since 1995. He specialises in creating long-term financial strategies while maintaining a personal approach to client service.
Bernize Gregory
Chartered Financial Planner
Bernize brings international experience and Chartered status to her role, focusing on simplifying complex financial matters. She supports clients across multiple languages and specialises in personalised financial solutions.
Thomas Minter
Executive Assistant
Thomas provides strategic support to senior partners, combining technical expertise with client relationship management. His qualifications and analytical skills enhance the delivery of financial planning services.
Lynn Skinner
Technology & Communications Executive
Lynn manages technological systems and client communications, ensuring efficient service delivery. Her problem-solving skills and organisational expertise support the firm's operational effectiveness.
Shashi Doolub
Paraplanner
Shashi provides essential support in financial planning processes, combining technical knowledge with client-focused documentation. His experience enhances the accuracy and efficiency of advisory services.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, tax efficiency, estate planning, and wealth protection tailored to individual circumstances.
How do you work with clients?
We begin with detailed consultations to understand your goals, followed by creating customised plans. We maintain regular reviews and provide ongoing support to adapt to changing needs.
Which areas do you serve?
While based in Eastbourne, we work with clients across the South of England and support clients beyond regional borders through remote advisory services.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and qualified professionals with advanced industry certifications, ensuring expert and regulated financial advice.
How often are financial plans reviewed?
We conduct annual review meetings as standard, with additional check-ins available to ensure your financial plan remains aligned with evolving circumstances.
Reviews (1)
Jason Woodford
Dec 15, 2021
Report
Positive:Professionalism,Responsiveness
Lynn Skinner is an excellent ambassador for the business
Lynn Skinner is an excellent ambassador for the business
