Best Financial Advisors in Burgess Hill

“Ali Akhtar is brilliant. He is really knowledgeable on what he advises on and a really nice person to deal with - a great combination all round. Thank you Ali!”

“Richard Rochford has been my adviser for a number of years now, and both my mother and my son have, on my recommendation, sought his advice and have become clients. Richard is very patient and explains everything that I need to know about my investme...”

“I've found that Gemma Hope, of Family Law Partners strikes the perfect balance of empathetic whilst professional. Gemma focuses on finding constructive solutions and works well with other professionals, such as financial advisers, to help achieve po...”

“I can highly recommend the services of Chris French and Mid Sussex Mortgages. Attention to detail, professionalism, support through the complex process and friendliness were all key hallmarks of my experience with the company. A first class service...”

“I first used Sterling Financial Services two years ago, and have used them again recently. They are so friendly and helpful and I received excellent financial advice. Darren's a genius! He sorted my finances out in no time and made it all so easy. Ma...”

“My experience working with Cantium has been nothing but positive. Everyone is incredibly friendly and welcoming, and I have always felt that my opinions and hard work are valued and appreciated. This drives me to do even more! I absolutely view Canti...”

“Nice company, friendly and helpful and professional. Have a good sense of humour Need to do more with Christmas decs though.😀 …”

“I cannot recommend Tim highly enough. He's very personable, knowledgeable and broke it all down for me to understand the world of finance better”

“Charlton Wealth Management is a privately owned Independent Wealth Management Practice, offering unbiased Financial Planning Services to Private Clients, Businesses and Trusts.”

“Wealth Preservation incorporates wills & trusts. Work Optional Lifestyle Financial Planning TM incorporates cashflow modelling. Neither service is regulated by the Financial Conduct Authority. If our experience indicates that efficiencies could be ma...”

“The “Troubles” were just beginning in Northern Ireland, platform soles and flares were the height of fashion, Barbie dolls were the best-selling toy and Harry Nilsson's “Without You” was at the top of the UK charts in 1972 when John Liverton founded ...”

“We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achie...”

“" As a client of Chartham FP, I feel in safe hands. It's extremely reassuring to know that my best interests are being taken care of. The service is personal and efficient and I know there is always someone on the end of the phone if I have a query.”

“Hairdresser August 2022 "Specialist Company Restructure showed us a lot of empathy, which we appreciated. They went over and above making sure we were kept informed and understood the whole process””

“I have had a relationship with the Metcalf Wealth Managers team since 2017, and they have been very helpful in amalgamating various personal pension schemes into a SIPP and another longer-term pension structure. The team have also been integral regar...”

“We welcome new clients and do not charge for our first discussion with you. This initial meeting gives you the opportunity to get to know us, and feel comfortable dealing with us, and for us to establish whether or not we can, in fact, help you with ...”

“For example, if you invest the whole subscription at a market high and fund price(s) drop soon after, it could be some time before you see a profit. So instead of the entire investment suffering this loss, only the invested part does. The remainder, ...”