Business Details
Your Trusted Partner for Financial Adviser Solutions
Axis Wealth Management is a Brighton-based firm of Independent Financial Advisers dedicated to providing tailored, whole-of-market solutions. Our approach prioritises long-term relationships, exceptional service, and transparent pricing, supported by modern technology to help clients navigate their financial journey with clarity and confidence. With a team-based structure, we combine administrative, research, and advisory expertise to deliver holistic advice aligned with individual goals.Flexible meeting options ensure accessibility, while our commitment to professional standards and client-centric values underpins every interaction. We focus on building trust through consistent, reliable support, empowering clients to achieve financial security and peace of mind.
Services
Investment Planning
Retirement Planning
Estate Planning
Long Term Financial Care
Workplace Pensions
Highlights and features
- We offer independent financial advice tailored to individual goals and challenges.
- Our team-based approach combines advisory, research, and administrative expertise.
- Flexible meeting options accommodate client preferences, including remote access.
- Transparent pricing ensures clarity and trust in all financial solutions.
- Long-term relationship focus prioritises client needs over product sales.
What people say
Financial freedom
Increased pension income
Safe hands
Exceptional service
Transparent pricing
Services
Investment Planning
Our Investment Planning service creates tailored strategies to balance growth and risk, aligning with your financial goals. We utilise market insights and modern technology to build diversified portfolios. This ensures long-term stability while adapting to changing economic conditions and client needs.
Retirement Planning
Retirement Planning focuses on securing financial independence through optimised pension strategies and income solutions. We simplify complex choices, reduce stress, and maximise retirement benefits. Our approach ensures sustainable income streams tailored to individual circumstances and lifestyle aspirations.
Estate Planning
Estate Planning safeguards assets and honours your wishes through structured inheritance strategies. We design tax-efficient solutions to protect loved ones and ensure smooth asset transfer. This service provides peace of mind with legally sound, future-proof arrangements.
Long Term Financial Care
Long-Term Financial Care ensures stability through comprehensive strategies addressing life's uncertainties. We develop adaptable plans covering healthcare, dependant support, and contingency funds. This service prioritises resilience, offering security and confidence for extended financial well-being.
Workplace Pensions
Workplace Pensions provide structured retirement solutions for businesses, enhancing employee financial security. We design schemes balancing employer contributions and employee flexibility. This service supports compliance while fostering long-term workforce stability and satisfaction.
People
David Reed
Director & Financial Adviser
David Reed, a DipPFS-qualified adviser, leads Axis Wealth Management with expertise in holistic financial planning. His client-focused approach ensures tailored solutions aligned with long-term goals.
Irina Jantayeva
Financial Adviser
Irina Jantayeva, holding Dip RFP and FCCA qualifications, specialises in strategic financial advice. Her analytical skills and dedication ensure clients receive precise, market-informed recommendations.
Louise Sherlock
Administrator
Louise Sherlock, with Certs CII S, M, P, ER, manages administrative operations efficiently. Her attention to detail supports seamless service delivery and client satisfaction across all financial processes.
Questions
What services does Axis Wealth Management offer?
We provide investment planning, retirement strategies, estate management, long-term financial care, and workplace pensions tailored to individual and business needs.
How do you personalise financial advice?
Our team combines client goals with market insights to create bespoke strategies, ensuring solutions align with your unique circumstances and aspirations.
Do you serve clients outside Brighton?
Yes, we support clients across East Sussex, West Sussex, and the Isle of Wight with flexible meeting options.
What happens if I have a complaint?
Contact New Leaf Distribution Ltd through their dedicated channels; unresolved issues can be escalated to the Financial Ombudsman Service.
