3 Best Financial Services in Eastbourne, UK

Expert-recommended Top 3 Financial Services in Eastbourne, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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EXPERIUM FINANCIAL SERVICES

Archer House, Britland Estate, Northbourne Road, Eastbourne BN22 8PW, UK Directions

Speciality:

Investment Planning Retirement Planning Protection Planning Corporate Services Mortgages and Specialist Banking Exploring Intergenerational Wealth Management ISAs Junior ISAs Unit Trusts Portfolio Solutions Discretionary and Stockbroking Services Offshore Investments Investing for Income Investment Bonds Inheritance Tax Gifts Protection Planning Later Life Planning Long Term Care Estate Administration Wills and Powers of Attorney Professional Trustee Services Pension Reform Corporate Planning Shareholders Employee Benefits Corporate Pensions Tax Mitigation Exit Strategy Will Writing

Experium Financial Services is a family business that provides wealth management advice to individuals and businesses. Rhiannon Gossedge is a fully qualified financial adviser. She specialises in helping clients who don’t have the time or confidence to create and optimise a financial plan of their own. Experium Financial Services specialises in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. They have a wide range of expertise and knowledge, developed over many years. Their detailed retirement plan, which can adapt to your new lifestyle, will give you peace of mind today. Experium Financial Services has access to a network of professional specialists who provide help and guidance with more specialised services such as Will writing or tax management.

2025 Update: They provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth.

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Registration 08882354

Contact:

01323 504816

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Complete Financial Planning
Complete Financial Planning
Complete Financial Planning
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COMPLETE FINANCIAL PLANNING

22a Cornfield Road, Eastbourne BN21 4QE, UK Directions

Speciality:

Retirement and Pension Planning Investing for Capital Growth or Income Tax Planning and Mitigation Inheritance and Succession Planning Protection Against Critical Illness Income Protection Long-Term Care Family Protection Life Assurance Mortgages Bridging Finance Equity Release Pension Schemes SSAS and SIPPS Group Income Protection Commercial Mortgages Group Death-In-Service and Dependants Benefit Schemes Group Private Medical Insurance Partnership and Directors Share Protection Key Person Business Protection

Complete Financial Planning is a team of independent financial advisors specialising in providing advice on financial planning. Their highly skilled financial advisers utilise state-of-the-art technology to assist in meeting clients' financial goals, both personally and corporately. Complete Financial Planning is authorised and regulated by the Financial Conduct Authority. The firm provides impartial, unbiased, and objective independent financial advice with a view to protecting and enhancing clients' wealth and sense of well-being. They ensure the client’s needs are at the heart of their process and ensure there are no external influences on the advice offered. They also have a homeowner team specifically catering for clients' mortgages, life insurance, critical illness cover, and income protection policies.

2025 Update: Paul Hill and David Andrews are Directors and the Independent Financial Advisors of the firm.

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Contact:

01323 430838 01323 410 775

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

LawlerDavis Independent Financial Planners Ltd
LawlerDavis Independent Financial Planners Ltd
LawlerDavis Independent Financial Planners Ltd
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LAWLERDAVIS INDEPENDENT FINANCIAL PLANNERS LTD

Upperton House, The Avenue, Eastbourne BN21 3YB, UK Directions

Since 2011

Speciality:

Investments Pensions Retirement Personal and Business Protection Inheritance Tax Planning Tax Mitigation Property SIPPs Trusts Power of Attorney and Court of Protection

LawlerDavis Independent Financial Planners Ltd was founded with the vision to bring back a personal service to financial planning. Sarah Lawler ACII APFS is the director of the company. She has over 35 years of experience in financial services and holds the coveted Chartered Financial Planner accreditation. The firm offers a full financial planning service to help you through all of the expected and unexpected financial situations which life creates from birth to death. They offer tax-efficient solutions, including LISAs and ISAs, and a wide range of different risk portfolios. They aim to provide a long-term relationship with guidance to reach your financial goals.

2025 Update: LawlerDavis Independent Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority.

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Registration 615491

Contact:

01323 746698

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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