Brighton Financial Ltd is a financial planning company founded by Marco Vallone. They specialize in offering independent financial advice, primarily serving the East Sussex area. Their primary aim is to assist you in comprehending your pensions and investments, allowing you to make informed decisions aligned with your long-term plans. Clients often commend them for their ability to simplify complex concepts and issues, ensuring that clients can understand them. They dislike jargon, and their approach is marked by clear and straightforward communication. With many investment products available, including Individual Savings Accounts (ISAs), corporate bonds, government bonds, investment bonds, and General Investment Accounts, they guide you in identifying the most appropriate products while considering your overall investment objectives.
UNIQUE FACTS:
• Free Initial Meeting.
• Offer Ethical Investment Options.
• Free Newsletter Giving You Great Tips & Ideas.
Best Financial Services in Brighton
Expert recommended Top 3 Financial Services in Brighton, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
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BRIGHTON FINANCIAL LTD REVIEWS
Marco was the best financial advisor I've ever found. He was straightforward and clear thinking, so was able to quickly make sense of my messy situation and mind, and help me weigh up different investment options with clarity. He was also compassionate and very generous with his time. I recommend him highly.
I have been a client of Marco's for many years, when he was fortunate to inherit me from a previous advisor. During this time I have found him to be refreshingly honest, down to earth and clear and concise in all communication, which really works for me. At all times I have had complete confidence in him.
We have known Marco for many years and can thoroughly recommend Brighton Financial.
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Drewberry is a prominent financial firm operating in Brighton and Hove, with Tom Conner serving as the firm's director. Tom boasts over ten years of experience in financial services and is frequently called upon as an expert to provide commentary in national and industry publications. Their team of advisors offers financial advice in their Brighton and London offices, and they are driven by a shared passion for making a positive impact on their client's financial well-being. Drewberry's guiding philosophy centres around simplifying financial language, leveraging technology to empower clients, and delivering customer service that exceeds expectations. This commitment has catapulted them into becoming one of Brighton's fastest-growing companies. They firmly believe that they can enhance the quality of life for every client. They take a holistic approach to assessing each client's financial situation.
UNIQUE FACTS:
• Complimentary Discussion With One of Their Advisors.
• Provide Regulated Advice Service.
• Fee-based Financial Planning Services.
Speciality:
Contact:
Working Hours:
Fri: 9am - 6pm
Sat & Sun: Closed
TBR® Inspection Report:
DREWBERRY REVIEWS
Samantha did a fantastic job of setting up my income protection insurance for me. She thoroughly explained in plain terms all the details and gave me enough time for me to reflect on it and finally went through with all the process necessary to set it all up. I'd highly recommend Drewberry's services for anyone who's looking to setup insurance products.
Danny did an excellent job of setting up my income protection insurance in an efficient, friendly and professional manner. I would use Drewberry again for any future insurance needs and do recommend the company. Thanks, Danny.
Brad was excellent at setting up with a life insurance package which met our exact needs and was affordable. He was patient and thoughtful as he walked us through the process. Happy with Drewberry.
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McCreath Financial Partners Limited is a forward-thinking, independent advisory firm located in Brighton, founded by James McCreath. Their unwavering commitment is to deliver exceptional client service, and they are dedicated to offering professional assistance and advice to all their clients. They take pride in their extensive technical and financial knowledge, enabling them to manage and optimize your finances effectively. McCreath Financial Partners provides a comprehensive array of products and solutions catering to personal and corporate clients. They collaborate closely with legal, accounting, and estate management professionals to augment their service, ensuring that clients have a single point of contact for all their financial planning needs. They have access to a wide range of investment solutions, including an extensive selection of products available in the UK, as well as offshore investment opportunities. McCreath Financial Partners is equipped to offer tailored solutions to meet specific requirements, ensuring a consistent, tax-efficient income without sacrificing access to capital. Reach out to them today to address all your financial planning needs.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Focuses on Exceptional Client Service.
• Help You Make Informed Decisions.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MCCREATH FINANCIAL PARTNERS LIMITED REVIEWS
My Wife Gill and myself have been with McCreath Financial Partners for several years, since he sorted out our pensions. Following our retirement, James has done his best to ensure that our investments more or less keep pace with our monthly pension payments. Over the years we are delighted that our capital has hardly dropped. We have absolute confidence that our finances are in safe hands with James personally keeping an eye on things.
James helped me with the purchase of my first property and I was provided with so much knowledge and support. I really recommend the supportive and quick responses I received. I have since used their services for other financial advice in particular pension support. Which was invaluable for my future planning. Thank you!
I contacted James today regarding investments. He really listened and understood my personal situation. James is extremely knowledgeable and gave me some excellent advice. I feel much more confident about my finances moving forward, I just wish I had spoken to him sooner.
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