Business Details
Independent Financial Advisers in Worthing
We are Independent Financial Advisers (IFA) and Wealth Managers with over 60 years combined experience, dedicated to providing tailored financial planning services to individuals and businesses. Our approach begins with a thorough understanding of each client's unique circumstances, enabling us to develop strategies that align with their financial goals. We prioritise client needs, offering unbiased advice across investment, retirement planning, family protection, and estate planning.Our commitment to excellence is reflected in our professional network and continuous review of financial strategies to adapt to changing circumstances. With a focus on transparency and value for money, we aim to build long-term relationships grounded in trust and expertise. Our team combines technical knowledge with a client-centric ethos, ensuring informed decision-making and peace of mind for our clients.
Services
Financial Protection
Investment Planning
Retirement Planning
Estate Planning
Mortgage Advice
Savings Strategies
Later Life Planning
Highlights and features
- We offer over 60 years of combined experience in financial advisory services.
- Our independent advice covers all aspects of personal and corporate financial planning.
- We create tailored strategies reviewed regularly to adapt to changing needs.
- Our team includes specialists in mortgages, pensions, and investment management.
- We prioritise value for money and long-term client relationships.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional knowledge
Professional assistance
Excellent value
Trusted advisors
Reliable support
Services
Financial Protection
We provide comprehensive financial protection strategies to safeguard your assets and income. Our services include life insurance, critical illness cover, and income protection tailored to individual circumstances. By assessing your specific needs, we ensure adequate coverage to protect against unforeseen events while aligning with long-term financial goals.
Investment Planning
Our investment planning services focus on growing your wealth through diversified portfolios. We analyse market trends and risk profiles to create customised investment strategies. Regular reviews ensure your investments remain aligned with changing objectives and market conditions, maximising growth potential while managing risk effectively.
Retirement Planning
We specialise in creating tailored retirement plans that ensure financial security in later life. Our services cover pension consolidation, SIPP management, and tax-efficient withdrawal strategies. We help clients navigate complex pension rules to maximise retirement income while maintaining compliance with regulatory requirements.
Estate Planning
Our estate planning services aim to preserve wealth for future generations while minimising tax liabilities. We develop strategies including will creation, trust structures, and gifting solutions. Our approach ensures your assets are distributed according to your wishes while complying with current inheritance tax regulations.
Mortgage Advice
We offer expert mortgage advice to help clients secure suitable home financing. Our services include remortgaging, first-time buyer guidance, and buy-to-let mortgage solutions. We assess your financial situation to recommend competitive mortgage products that align with both immediate needs and long-term financial objectives.
People
Adam McCallion
Director
With extensive experience in financial services, Adam leads our advisory team. He specialises in pension planning and investment management, ensuring clients receive expert guidance tailored to their unique circumstances.
Tracey Johnston
Head of Administration
Tracey oversees our client service operations, ensuring efficient delivery of financial solutions. Her focus on client satisfaction and process improvement contributes to our reputation for exceptional service quality.
Derek Burston
Mortgage Specialist
Derek provides expert mortgage advice, helping clients navigate complex property financing options. His knowledge of the mortgage market ensures clients secure optimal lending solutions for their needs.
Kris Geisdorf
Head of Operations
Kris manages our operational processes, ensuring compliance with regulatory standards while maintaining efficient service delivery. His leadership supports our commitment to professional excellence in financial advisory services.
Roger Senior
Paraplanner
Roger provides technical support to our advisory team, preparing detailed financial analysis and documentation. His expertise ensures accurate implementation of financial strategies across all client portfolios.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, estate planning, mortgage advice, and financial protection solutions tailored to individual needs.
How do you ensure advice remains up-to-date?
We regularly review financial plans to adapt to changing circumstances, regulations, and market conditions, ensuring continued relevance to client objectives.
What fees do you charge for your services?
Our fees are bespoke to each client's requirements, detailed in our Client Agreement and Fair Value Statement provided at the start of our relationship.
How do you differ from other financial advisers?
Our combined 60+ years of experience, client-first approach, and comprehensive service offering set us apart in delivering tailored financial solutions.
Can you help with complex financial situations?
Yes, our team has expertise in handling complex cases including business succession planning, inheritance tax mitigation, and international financial arrangements.
Reviews (5)
John Dray
Dec 24, 2019
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This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice. Many thanks Val and John Dray
Philip Bonetti
Dec 14, 2019
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I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.
Rob Matthews
Oct 24, 2019
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A highly personalised service which has served my family well in all the varying areas we have needed guidance on. All members of the firm are experts in their field and go out of their way to solve problems in a timely and cost efficient manner. I would happily recommend Concierge and constantly do so
Anthony Burge
Aug 19, 2019
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Having used Concierge Wealth Management over the last 5 years, the team are always friendly, very knowledgeable and caring who always go the extra mile. They always keep me up to date at every step of the way & always very responsive with any questions I have. I would highly recommend!
Keith Rowley
Aug 02, 2019
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I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number.
Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever. Thank you Adam, thank you Tracey for looking after me so well.
Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever. Thank you Adam, thank you Tracey for looking after me so well.
