Get in Touch
We're here to answer your questions and discuss how we can help with your financial planning
Whether you're looking for comprehensive financial planning, have specific questions about our services, or simply want to explore whether we're the right fit for your needs, we welcome your enquiry.
Reach out by email or visit us at our Brighton office. We respond to all enquiries within one business day and can arrange an initial conversation at your convenience.
Office Address
42 Ship Street
Brighton
East Sussex
BN1 1AF
United Kingdom
Office Hours
Monday - Friday: 9:00am - 5:30pm
Saturday: By appointment only
Sunday: Closed
Evening appointments available upon request
Our Brighton Office
Our office is located in the heart of Brighton's historic Lanes, making us easily accessible whether you're coming from the city centre, the seafront, or travelling in from surrounding areas.
We've designed our office space to be comfortable and welcoming rather than intimidating. Financial conversations can feel daunting, so we've created an environment where clients feel at ease discussing their circumstances and goals. Complimentary tea, coffee, and water are always available.
All meeting rooms are private, ensuring complete confidentiality for your financial discussions. We also offer secure document handling and comply with all data protection regulations to safeguard your personal information.
Finding Us
By Train
Brighton railway station is approximately 15 minutes' walk from our office. Exit the station, head south towards the seafront, then turn right onto North Street which becomes West Street. Turn left into Ship Street in the Lanes area. Alternatively, local buses run frequently from the station to the Lanes.
By Car
The Lanes area has limited parking, so we recommend using one of Brighton's nearby car parks. The closest are Regency Road Car Park and Trafalgar Street Car Park, both within 10 minutes' walk. Brighton Station Car Park is also convenient if combining your visit with other city centre activities.
By Bus
Multiple bus routes serve central Brighton with stops near the Lanes. The main bus stops on North Street are less than five minutes' walk from our office. Routes from Hove, Kemptown, Rottingdean, and other areas all connect to central Brighton.
Accessibility
Our ground-floor office is wheelchair accessible. If you have any specific accessibility requirements or need assistance arranging your visit, please mention this when you contact us and we'll ensure appropriate arrangements are made.
What to Expect
Initial Enquiries
When you first contact us, we'll arrange a brief conversation to understand your needs and determine if we can help. This initial discussion is informal and helps both parties assess whether working together makes sense.
First Meeting
If we proceed to a formal meeting, we'll discuss your financial situation, goals, and concerns in detail. Bring any relevant documents you have, though this isn't essential for an initial conversation. The meeting typically lasts 60-90 minutes.
Privacy and Confidentiality
All information shared with us remains strictly confidential. We're bound by professional regulations and data protection laws to safeguard your personal and financial information. We never share client details with third parties without explicit permission.
No Obligation
Meeting with us doesn't commit you to using our services. We're happy to answer questions, provide general guidance on your options, and let you decide if our approach suits your needs. Many people find even an initial conversation valuable in clarifying their thinking.
Contact Questions
Yes, we operate by appointment to ensure you receive our full attention without interruption. This also allows us to prepare for your visit if you've shared any initial information. Contact us by email to arrange a convenient time.
Absolutely. We understand that many people work standard hours and find it difficult to attend daytime appointments. We regularly schedule early morning, evening, and Saturday meetings to accommodate busy schedules.
Yes, we conduct many meetings via secure video calls for clients who prefer this option or live outside Brighton. While we enjoy meeting clients in person, we've developed robust systems for remote consultations that maintain the same quality of service.
For an initial exploratory conversation, you don't need to bring anything. If we're moving to detailed planning, having recent pension statements, investment account details, mortgage information, and details of any existing financial products is helpful. We'll let you know specifically what would be useful when we arrange the meeting.
We typically have availability within a week, though urgent matters can often be accommodated sooner. Our schedule varies seasonally, with certain periods busier than others, but we strive to see new clients promptly.
Initial exploratory conversations to determine if we're a good fit are provided at no charge. If we move forward to detailed financial planning work, we'll clearly explain the fees involved before you commit to any paid services.
Yes, while we're based in Brighton, we work with clients throughout the UK. Many clients visit our office initially then conduct subsequent meetings remotely. Our deep knowledge of Brighton is particularly valuable for local clients, but our financial planning expertise applies regardless of location.
Ready to Start the Conversation?
Contact us today to arrange an initial discussion about your financial planning needs.
Send Us an Email