Financial planning for unexpected life events
Divorce, bereavement, redundancy, illness. When everything comes at once, we help you decide one thing at a time.
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Start wherever you are.
Some financial decisions can't be planned for. They arrive with a phone call, a letter, a conversation you didn't want.
That's when it helps to have someone steady alongside you, who knows what needs doing and what can wait.
We'll handle the urgent, and leave the rest until you're ready.
Where can we help most?
Three moments.
The wrong decision is expensive, and the right one takes a specialist.
Pensions on divorce.
Pensions are often the largest asset in a divorce, and the most overlooked. We'll help you understand what's fair and protect your future.
Planning for later life care
The cost of care can be significant. Planning ahead keeps you in control and protects what you've built.
Inheritance tax planning
From April 2027, unused pension funds count as part of your estate for inheritance tax. Planning now can protect what you pass on.
Steady, practical help when you need it most.
We've helped people through divorce, bereavement, redundancy and illness for over thirty years. We know these moments aren't really about money. They're about getting through something hard with as little added stress as possible.
That's how we work. We deal with the financial complexity so you don't have to. We explain things plainly. We move at your pace.
We've been doing this in Sussex, Surrey and Kent since 1993. Whatever's happened, we'll start wherever you are.
FAQs
The questions people ask at difficult times
From First Call to Clear Plan
Three steps. That's all there is.
Talk to us
One call. No obligation. Tell us about your estate and what you want to happen to it. We'll tell you honestly what the options are.
See the plan
A clear inheritance plan built around your wishes. Every strategy explained. Every trade-off named. You'll know exactly what you're agreeing to and why.
Get on with living
We stay across it. Tax rules change. Family circumstances shift. We check in regularly to make sure the plan still reflects what you want.
Whenever you're ready, we're here.
Tell us a little about what’s happened. One of our advisors will be in touch within one working day. we’re here when you need us.
30 minutes, by phone or online.
No pitch. No pressure. No paperwork.
A real person, within one working day.
Top 100Financial Advisors 2025
Book a call
Tell us a little about what's happened. One of our advisors will be in touch within one working day. We're here when you need us.
Independent financial planners across the South East
Worthing
Phone: 01903 259200
Godalming
Phone: 01483 427366
Haywards Heath
Phone: 01444 405160
Uckfield
Phone: 01825 766130