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Financial Planning in Eastbourne
Mike Robertson Associates have experienced financial planners working in Eastbourne, East Sussex providing a range of advice on Lifestyle Financial Planning, independent financial planning, investments, pensions and more. If you are looking for a Financial Planner in Eastbourne we'd love to help you. Click here to see our full list of financial planning services.
Why Use Our Financial Planning Service in Eastbourne?
We are independent financial advisers. This means our financial planners have obtained a highly prestigious designation with demanding qualification criteria. This shows to our clients that we are serious in our pursuit of the highest standards.
We offer a complimentary 30 minute no obligation consultation. Contact us to arrange your appointment.
Who we Help in Eastbourne
Our Financial Planning Service in Canterbury gives financial advice to private individuals, solicitors, accountants, business owners, trustees and corporates. We work throughout the UK in Eastbourne, Polegate, Bexhill, Hailsham, Alfriston, Seaford, Newhaven, Battle, Brighton & Hove, Hastings, Tunbridge Wells and surrounding areas.
How Our Financial Planning Fees Work
The first meeting with our Financial Planner in Eastbourne is without cost or obligation via online meeting software. This meeting provides you the opportunity to discuss your financial situation and any concerns you have. For our services, we offer you a simple monthly retainer fee.
No more hidden fees
No joining fees
No commissions being taken from a product
No implementation fees
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Download our Complimentary Guide
What you'll find in our guide:
How to plan for the life you want
Creating a total wealth solution
Identifying your life and financial goals
Different investment options
How to protect your wealth and understanding investment risk
Life Centred Financial and Lifestyle Financial Planning Blog Posts
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is primarily targeted at UK residents.
Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate Will writing or taxation and trust advice.
The content of the articles on this website is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future
No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Financial Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor.
The value of your investments can go down as well as up and you may get back less than you invested.
Past performance is not a reliable indicator of future results.
Mike Robertson Associates Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Mike Robertson Associates Limited is registered in England and Wales. Company Number 04501167.
Registered Office 30-34 North Street Hailsham East Sussex BN27 1DW
This site is designed for use by UK residents over the age of 18. Mike Robertson Associates Ltd are not responsible for the content of external websites.
Mike Robertson Associates Ltd offers financial advice in East Sussex, Battle, Hastings, Bexhill and Eastbourne and across the UK.