How It Works
Welcome to Sussex Advisers, we have pulled the local experts in their respective fields to help provide regulated, independent, bespoke financial advice to our community. We understand that every individual is unique and face their own set of challenges, with our due diligence and research we have created a panel of qualified and experienced advisers to help you with all your needs.
Our Process
Make an Enquiry
Fill out the enquiry form providing as much detail so that we can connect you with the most appropriate adviser
Await Contact
Your adviser will be in touch either by phone or email to arrange a convenient time to discuss further.
Speak with Your Adviser
Your adviser will take the time to understand your goals and objectives for seeking advice.
Recommendation
After careful consideration, your adviser will make a formal recommendation to address your goals.
Financial Plan
Your financial plan will help meet your immediate and long term financial objectives.
Our Process
Make an Enquiry
Fill out the enquiry form providing as much detail so that we can connect you with the most appropriate adviser
Await Contact
Fill out the enquiry form providing as much detail so that we can connect you with the most appropriate adviser
Speak with Your Adviser
Fill out the enquiry form providing as much detail so that we can connect you with the most appropriate adviser
Recommendation
Fill out the enquiry form providing as much detail so that we can connect you with the most appropriate adviser
Financial Plan
Fill out the enquiry form providing as much detail so that we can connect you with the most appropriate adviser
Services
Our financial advisers work with indiviudals in a variety of ways, depending on their specific needs. Some of the services they offer include:
Financial Advice
Our financial advisers can provide a comprehensive financial plan to bring all of your various goals and objectives in life and used these goals posts to help create and develop one financial plan. With their expertise and knowledge, they can help you identify areas where you can improve your financial performance and make recommendations for how to achieve your financial goals.
Estate Planning
Once referred to as a "Voluntary Tax", with the right advice you can minimise your potential inheritance tax liability with the use of careful well thought out estate planning opportunities. With new products and tax schemes entering the market each year, speak with an adviser to assess your options.
Retirement Planning
Our financial advisers can help remove the jargon and bring clarity to your retirement plans. Whether it's reviewing the various pensions you have for simplicity or entering retirement and accessing drawdown.
