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MJB

(1)

Inheritance Tax, Investments, Mortgages

“I felt compelled to write a review on MJB Partnership and specifically Mark Gordon. Mark has been our family IFA for a number of years and just recently he performed a raft of changes to they way we look at our pensions and finances. Following his ad...”

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Adrian Foulks - Equity Release and Later Life Lending Specialist

(2)

“Professional, helpful service provided to help my Grandparents move into a bigger property so that they could enjoy their retirement.”

Featured

If you’re having to recruit external carers to come to your home, how will you fund this new expense? Release equity from your home could help generate enough cash to pay for any at-home care you may require. Give a member of our team a call today to discuss your needs on 01243 261945 THIS IS A LIFETIME MORTGAGE. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION. CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE. A FEE MAY BE CHARGED FOR MORTGAGE ADVICE. THE EXACT AMOUNT WILL DEPEND ON YOUR CIRCUMSTANCES.

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Ascot Lloyd

(50)

Retirement and Pension Planning, Book Today, Mortgage Advice

“Investment Solutions have advised us and managed our finances for over a decade. Despite fragile markets, our funds and income have grown. We have no hesitation in recommending the team at Grafton Road, Worthing”

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Carpenter Box Financial Advisers

(50)

Cash Management, Auto Enrolment, Corporate Financial Planning

“High quality professional service, thorough research into our requirements and supported by excellent financial recommendations. Highly recommended. Positive Professionalism”

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John Whyte Equity Release Sussex

(50)

Existing Equity Release Plans, Equity Release, How Does the Equity Release Application Process Work?

“John arranged my recent remortgage and I would recommend him to anyone. Great communication throughout the process, incredibly diligent in his research and managed to secure a great deal for me. Thank you John”

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Marchwood IFA

(24)

House
Questions
Information

“James has been helping me with my personal and BTL mortgages for several years. He has been very professional and effective in getting me the best mortgages.”

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Progeny

(10)

Tax Services, Financial Planning, Private Legal Services

“Ben Griffiths was great to deal with and helped me navigate around the complex world of pensions. He explained everything in a way I could understand and remained patient despite my many questions! I also felt that he genuinely cared about getting th...”

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Cathedral Wealth Management

(7)

Investment Planning, Corporate Advice, Retirement Planning

“Great company that provide sound financial Guidance and advice. They work hard for you!”

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Arcturus Wealth Management

(9)

Advice
Knowledge
Tax

“We have had an excellent service, excellent advice and a 'rewarding' experience from Arcturus Wealth Management and Dane Halling our personal Financial Advisor over the last year and through some decisive moments in our financial lives. Always strai...”

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Progeny

(1)

Tax Services, Financial Planning, Private Legal Services

“First rate investment advice!”

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CPN Investment Management

(2)

“I have always found CPN to offer a highly professional service. Year on year, my returns have been excellent and the team are always quick to respond to my queries. Highly recommended, 5 star service.”

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Sterling Equity Release

(2)

“As a company I refer my clients that are looking for equity release advice over to Mark. His knowledge and understanding of the market is fantastic. Mark works exceptionally hard to provide great customer outcomes. If you are looking for an expert eq...”

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Thesis Asset Management Limited

(1)

“Fantastic place. Staff are very friendly and curtious. Enjoying working on site”

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Independent Financial Solutions

(1)

“Sound, knowledgeable advice. I trust David Stamp and his team.”

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White House Capital Management

(3)

“Edward and his team have been beyond brilliant! I highly recommend them if you need any support when it comes to anything financial!”

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Example Associates

(1)

“Fantastic advice; helpful, friendly and professional. Wouldn't hesitate to use again and recommend. Positive Responsiveness, Quality, Professionalism, Value”

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Greenwood Wealth Solutions

(1)

“Fantastic firm , very knowledgeable and gave great advise , will definitely recommend them to my friends and family”

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Sandringham Financial Partners

Mortgages, Investments, Income Protection

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Darren Crabb Wealth Management

(2)

“Very informative and helpful, Darren has been a great help we would definitely recommend”

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Mark Burle IFA

(1)

“Excellent advice given. Would definitely recommend.”

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Independent Financial Services & Wealth Management

(1)

“Darren and IFS have taken care of my financial matters for many years and have always provided excellent customer service. Their expertise and efficiency is second to none and having worked in an industry where I deal with IFA's on a daily basis, dea...”

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HB Cranfield Wealth Management

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Warren Financial Planning

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Panthera Life

FAQs

Are you available during the school holidays?

Yes. I now have the pleasure of not having to travel in school holidays! Hazel and I do like to travel, and I do believe in being able to work anywhere, but real down-time is also important to recharge.

What makes you different?

I have over 30 years of experience as a regulated financial adviser that specialised in retirement planning. My knowledge of how the pension and investment world works allows me to discuss the options available to you.

Can you advise me on transferring my pension or setting up a new investment?

The simple answer is NO. I do not provide regulated financial advice. I can educate and provide guidance into the options available. Some people are able to go on and manage their own plans without advice.

Does my partner need to be involved?

Generally, yes. When we talk about your life in retirement, it is very likely it will be with your partner. So, understanding both of your thoughts and aspirations for life is essential. Whether you retire at the same time or not, many couples have some adjustments to make when together 24/7.

Do I need a coach as well?

The financial aspect of retirement is the core of planning. Some number crunching on your lifestyle and what you have in place will determine if you can afford to retire and how long your money will last.

More answers can be found on the FAQ page of our website.

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Average Cost	£3657
Minimum cost	£1220
Maximum cost	£10361
Avg Per Hour Rates	£367

Best Financial Advisors in Bognor Regis

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Bognor Regis area.

MJB

Adrian Foulks - Equity Release and Later Life Lending Specialist

Ascot Lloyd

Carpenter Box Financial Advisers

John Whyte Equity Release Sussex

Marchwood IFA

Progeny

Cathedral Wealth Management

Arcturus Wealth Management

Progeny

CPN Investment Management

Sterling Equity Release

Thesis Asset Management Limited

Independent Financial Solutions

White House Capital Management

Example Associates

Greenwood Wealth Solutions

Sandringham Financial Partners

Darren Crabb Wealth Management

Mark Burle IFA

Independent Financial Services & Wealth Management

HB Cranfield Wealth Management

Warren Financial Planning

Panthera Life

Retirement Planning and Investment Management Services in Bognor Regis Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bognor Regis

Popular in Bognor Regis