Ground Floor North Pacific House 126 Dyke Road Brighton BN1 3TE
An 11 minute walk from Brighton train station and the number 7, 18 and 27 all stop outside our offices. Vantage Point car park is the closest at 11 minutes walk away, but others are no more than a 15-minute walk.
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Bespoke investment management and financial planning across East Sussex
From its thriving arts scene to its beachside vistas, our Brighton office is part of a city with a big personality.
Bespoke wealth management services within reach in East Sussex
We are experienced at guiding clients with sound advice and reassurance, and are ready with a range of investment ideas to support you in achieving your money ambitions.
How we advise from our East Sussex office
Our Discretionary Fund Management Service is the focus of our Brighton 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.
Financial planning for individuals and business owners
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.
Our discretionary fund management team stretches into this vibrant and diverse community. We help clients across East Sussex to Shoreham, Worthing, Lewes, and beyond. We also work with financial planners and independent financial advisers across the country to share expertise. Contact us to find out more.
Our Brighton team
Jon Holloway
Jon supports our portfolio managers, and a certain local football team.
Jo Jedracha
Jo’s focus is very much to deliver investment services directly to private clients, charities and trusts.
Ellie Whittington
Ellie delivers essential support to portfolio managers overseeing your investments.
We build your investment portfolio from scratch, so you invest in more of what you want, and nothing that you don’t. Your future, your way.
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
