Business Details
16 Years
experience
Independent Financial Advisers in Eastbourne
We are independent pension and investment advisors dedicated to simplifying financial planning for our clients. With extensive experience serving individuals and businesses in Eastbourne and surrounding areas, we specialise in translating complex financial solutions into clear, jargon-free advice. Our team prioritises long-term relationships, offering tailored strategies for pensions, investments, and wealth management. We operate with transparency, ensuring clients feel confident in their financial decisions. Our independence allows us to access the entire market, providing unbiased recommendations that align with individual goals. We focus on alleviating the stress of financial planning by handling research, paperwork, and policy comparisons. Our commitment to quality service has earned us the trust of clients who value our expertise and approachability. We adhere to strict regulatory standards, maintaining authorisation from the Financial Conduct Authority. Our mission is to help clients achieve financial security while building a sustainable business for the future.
Services
Pension Services
Investment Planning
Retirement Planning
Wealth Management
Inheritance Tax Planning
Life Insurance Advice
Mortgage Advice
Employee Benefits
Protection Planning
Financial Strategy
Served areas
- Pensions, Investments, Insurance, Mortgages
Details
- Year established: 2010
- Employees: 2
Highlights and features
- Pensions, Investments, Insurance, Mortgages
Associations and certifications
- Financial Conduct Authority
What people say
Brilliant advice
Very impressed
Transparent service
Expert guidance
Stress-free process
Services
Pension Services
We create custom pension strategies to secure your financial future. Our experts analyse your current provisions and design optimal retirement plans. We specialise in navigating complex pension schemes while ensuring compliance with regulatory standards.
Investment Planning
Our tailored investment strategies maximise returns while managing risk. We assess your financial goals and construct diversified portfolios. We provide ongoing portfolio management and market analysis to optimise long-term growth.
Questions
What financial services do you offer?
We provide pension advice, investment planning, retirement strategies, inheritance tax planning, and wealth management services.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 656882.
Which areas do you serve?
We primarily serve Eastbourne and surrounding areas across Sussex with nationwide capabilities.
How does your consultation process work?
We begin with a free initial consultation to understand your financial situation and goals before creating tailored recommendations.
What makes you different from other advisors?
Our independence allows full market access, and we focus on long-term relationships rather than one-time transactions.
Do you charge for financial advice?
Our fee structure is transparent and discussed upfront - we believe in no hidden costs for our services.
Reviews (2)
Lyndsey M
May 03, 2012
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Mark offered us an excellent service, providing sound and friendly advice with our life insurance. He talked us through this complex area and made it very easy to understand. We were particularly impressed with the amount of effort he went to in providing us with the best policy to suit our needs.
Jackie P
May 03, 2012
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The service I have recieved from 121 financial services has been exceptionally helpful. They are respectful and patient as it has often been difficult for me to understand the financial market and how best to manage my money. I had ssen 2 financial advisors prior to meeting with 121 and decided this was who I wanted a service from due to the effort and time they took to research and gave me time to make my decisions. I would definately recommend this company.