We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional andcommitted to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
You may find that planning and organising your financial arrangements, whilst extremely important, can be time-consuming, complicated and stressful. We understand this and make the process of managingyour arrangements and planning for the future straightforward, logical and engaging. Taking a step back from your busy life to analyse your long-term financial plans, perhaps working towards retirement, is something you probably don't always have the chance to do.
We hope you find the site both useful and informative. There may be a fee for Mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £250. Tounderstand the features and risks of an Equity Release Scheme ask for a personalised illustration. The Financial Conduct Authority does not regulate Taxation Advice, Estate Planning, Trust Advice and some forms of Mortgages.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Timewise Financial Ltd is a member of BestPractice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.
We are a firm of independent financial advisers (IFAs) based in Brighton & Hove providing financial advice to clients throughout Sussex. Our service is focused on making your financial life asstress-free, simple and easy to manage as possible. We take the time to get to know you, find out what is important to you and what it is that you want to achieve. We believe that the more we know about you, the better the advice we can give.
We would not be surprised to hear if you've had a less than positive experience in your dealings with financial advisers before. In fact, the same may be said of many other trades and professions.However we're sure that you would agree that there are some 'good guys' out there! The trick is finding them. We believe that we will challenge your perceptions about 'Financial Advisers' with innovative thinking and a value added service.
Our long term approach reflects a full understanding of your needs and aspirations followed by agreed prioritising of your financial objectives. Our Independent status means that you will benefit fromour being able to offer advice using the broadest range of financial products and services. Whether that be for investment advice, retirement planning, inheritance tax planning or simply reducing financial outlay.
Our Wealth Management Service, which we like to call our 'Wrap', is a secure online portfolio management system which brings your investments and pensions together into one place, allowing you aconstant consolidated overview of your financial position. The combination of proactive investment management and improved administrative efficiencies make your money work harder and your financial life easier.
The company was established to not only provide continuity in terms of the advice being offered to existing accountancy clients, but also to offer prospective clients of all kinds fully independentfinancial advice on a wide and diverse range of products and services. We also have affiliations with many other professional establishments and corporate bodies.
We like to build up a good relationship with each of our clients, where we know them and where they know us and trust our approach. This section therefore sets out to give you information about us -our firm, our team, our fee basis, Terms of Business - whatever you want to know about us.