Between them Michele and Ross have over 40 years’ experience as financial advisors, gained in Small and Corporate Businesses, Stockbroking and Financial Services. They advise both personal and corporate clients on all aspects of financial planning, including pensions, mortgages and wealth management. You can feel confident that the advice you receive is up-to-date, as they undertake continuous professional training and assessment, enabling them to remain fully conversant with current tax legislation, market trends and industry standards in all areas of the financial markets.
As a result of their success, Michele and Ross were invited to become a Partner Practice of the prestigious St. James's Place Wealth Management. After very serious consideration, Michele and Ross decided this would be an ideal opportunity to offer their clients an excellent range of products and services, together with a choice of highly respected Investment Management Groups.
Their role is helping to educate and motivate their clients, empowering them to make astute financial decisions.
"Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law, which applies particularly to savings, pensions and mortgages. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial."
"I provide a personalised wealth management service by working together with my clients to help secure the financial future they are looking for. Through careful planning and drawing from my many years' experience in this field, we can work towards satisfying all your financial goals."
Based in Haywards Heath West Sussex and Cuckfield East Sussex they provide financial advice for clients across Sussex and the South East.