Chichester

Financial planners in Chichester and West Sussex

Our Chichester financial advisory team has strong roots in our rural community, embracing both long loved traditions and fresh entrepreneurial ideas. Our specialist money managers will guide you on how best to invest to future proof your assets, for you and your generations to come.

What our West Sussex office offers

Our discretionary fund management service is the focus of our Chichester office, for people who need a more tailored investment strategy.

A dedicated in-house portfolio manager will build you a bespoke portfolio. This will take into account capital gains tax planning and any investment restrictions you may have. It could include investing in direct equities as well as funds, if you would like.

Your portfolio manager will set up your investments to your specifications, such as investing for a regular income, or ethical investing. You can rest assured your dynamic portfolio will be regularly rebalanced.

Wealth management services for family, business and income

Our portfolio managers will also work closely with your atomos financial planner, or your independent financial adviser, to ensure you benefit from a comprehensive and integrated approach to managing your finances. Divorce, NHS pensions and helping business owners are our particular specialisms.

We are familiar faces in the cathedral city, and nothing makes our day more than meeting clients for coffee in our city centre building, in a scheduled appointment or just as you pass by for a chat. We’re ready to speak to you now.