To arrange an appointment, or discuss any aspect of your financial planning

Call (01444) 443322

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You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.


Head Office: 16 Park Road, Haywards Heath, West Sussex, RH16 4HZ.
Parking available at our offices | Nearest Train Station: Haywards Heath


If you wish to register a complaint, please write to us or telephone 01444 443322.

A summary of our internal complaint handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us , you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 023 4567.

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