About Us

Dedicated to helping Brighton's community achieve financial confidence through expert guidance and personalised service.

Our Story

We established our practice in Brighton in 2012 with a simple mission: provide honest, accessible financial advice to individuals and businesses who felt underserved by traditional financial institutions. Our founder, having worked for large financial firms, recognised a gap in the market for truly personalised service that prioritised client outcomes over product sales.

What started as a small consulting practice has grown into a trusted financial partner for hundreds of Brighton families and businesses. Throughout this growth, we've maintained the principles that defined us from the beginning: transparency, education, and genuine client care.

Today, we manage over £45 million in client assets, but we've never lost sight of what matters most. Each client receives the same dedicated attention whether they're just starting their financial journey or managing complex portfolios. Our success is measured not in assets under management, but in the peace of mind our clients experience knowing their finances are in capable hands.

Our Core Values

Integrity Above All

We maintain the highest ethical standards in everything we do. Our recommendations are based solely on what's best for you, never influenced by commissions or incentives. If we don't believe a product or strategy serves your interests, we'll tell you plainly.

Education First

Financial literacy empowers better decisions. We invest time explaining concepts, market dynamics, and the reasoning behind our advice. You should never feel confused about your own financial strategy.

Long-Term Relationships

We're not interested in transactional relationships. Our focus is building lasting partnerships where we understand your evolving needs and can provide guidance through all life stages.

Accessibility

Financial advice shouldn't be exclusive to the wealthy. We work with clients at various financial stages and pride ourselves on making professional guidance accessible to Brighton's diverse community.

Accountability

We stand behind our advice and regularly review outcomes against objectives. If something isn't working, we acknowledge it and adjust course rather than making excuses.

Community Focus

As a Brighton-based business, we're committed to supporting our local community. This means fair employment, supporting local charities, and contributing to the area's economic wellbeing.

Our Team

Our team combines decades of financial expertise with genuine passion for helping clients succeed. Each member brings unique specialisations whilst sharing our commitment to client-centred service.

Jonathan Edwards

Founding Director

Jonathan established the practice after fifteen years with major financial institutions. He specialises in retirement planning and investment strategy, holding advanced certifications in financial planning. Outside work, he's an active member of Brighton's business community and serves on the board of a local charity.

Catherine Morrison

Senior Financial Planner

With twelve years of experience, Catherine focuses on comprehensive financial planning for families and business owners. Her expertise in tax-efficient strategies has helped numerous clients optimise their financial positions. She's particularly skilled at explaining complex concepts in accessible terms.

Michael Chen

Investment Analyst

Michael brings analytical rigour to portfolio management and investment research. His background in economics and eight years in investment management inform his approach to building resilient portfolios. He regularly publishes market insights for our clients.

Rebecca Williams

Client Services Manager

Rebecca ensures every client receives attentive, responsive service. With extensive experience in financial services administration, she coordinates client reviews, handles queries, and maintains the high service standards our clients expect.

Key Milestones

2012

Practice Founded

Opened our Brighton office with a vision for transparent, client-focused financial advice.

2014

100 Clients Milestone

Reached our first hundred clients, establishing reputation for personalised service in the local community.

2016

Team Expansion

Grew the team to meet increasing demand whilst maintaining our commitment to individual attention.

2018

£20M Assets Under Management

Client trust and portfolio growth saw us cross this significant threshold.

2020

Digital Service Enhancement

Implemented secure digital platforms enabling seamless service delivery regardless of location.

2022

10-Year Anniversary

Celebrated a decade of serving Brighton with over 650 client relationships.

2024

£45M Assets Under Management

Continued growth through client referrals and long-term relationship building.

Why Choose Us

Independent Advice

We're not tied to any financial institutions or product providers. This independence means our recommendations are genuinely impartial, based solely on what suits your circumstances best. We have access to the entire market and choose solutions that fit your needs.

Holistic Perspective

Financial decisions don't exist in isolation. We consider how each element of your financial life interconnects, from tax implications to retirement goals to estate planning. This comprehensive view ensures nothing falls through the cracks.

Ongoing Partnership

Your financial plan isn't a static document. Life changes, markets fluctuate, and goals evolve. We provide continuous guidance, regular reviews, and proactive adjustments to keep you on track regardless of changing circumstances.

Plain Language

Financial services are notorious for jargon and complexity. We make a conscious effort to communicate clearly, explaining concepts in straightforward terms. You should never leave a meeting confused about the recommendations or unsure about next steps.

Local Knowledge

Being based in Brighton for over twelve years gives us insight into the local property market, business environment, and community dynamics. This local knowledge informs our advice for clients living and working in the area.

Proven Results

Our track record speaks for itself. The majority of our new clients come through referrals from satisfied existing clients. This word-of-mouth growth reflects the quality of service and outcomes we consistently deliver.

Professional Credentials

We maintain the highest professional standards through ongoing education and strict regulatory compliance. Our team holds recognised qualifications including Chartered Financial Planner status, and we invest significantly in continuous professional development.

FCA Authorised

Fully authorised and regulated by the Financial Conduct Authority, ensuring we meet rigorous standards for client protection and professional conduct.

Chartered Status

Multiple team members hold Chartered Financial Planner designation, the gold standard in UK financial planning qualifications.

Professional Indemnity

Comprehensive professional indemnity insurance providing additional protection and peace of mind for our clients.

Professional Membership

Active members of industry bodies including the Personal Finance Society, maintaining professional standards and ethical guidelines.

Our Commitment to Brighton

We're proud to be part of Brighton's vibrant business community. Beyond our work with clients, we actively contribute to the area's economic and social wellbeing.

Local Employment

We prioritise hiring locally and offer competitive salaries and professional development opportunities to our Brighton-based team.

Charitable Support

Each year we provide pro bono financial guidance to local charities and donate a percentage of profits to Brighton community organisations.

Education Initiatives

We run free financial literacy workshops for local groups, schools, and community centres, sharing knowledge that empowers better financial decisions.

Business Networking

Active participation in Brighton business networks helps us support other local enterprises and contribute to the area's economic prosperity.

Let's Start a Conversation

Discover how our approach to financial management can help you achieve your goals with confidence and clarity.

Get in Touch