Comprehensive financial planning services in the uk in Brighton

“I’ve been using this trusted firm for a while now and I’d highly recommend them. The personal human touch is something that truly lacks these days and this team go the extra mile. Thank you Adam & Tom”

“We have used Rachael and the team quite few times, and have also recommended them to various friends and family. The while team is very friendly, approachable and knowledgeable in their field. They are easy to talk to and will take the time to explain things in basic terms if required. We will definitely be back when there services are required again.”

“Laura Ashby is simply amazing, she has been guiding me through the entire mortgage process. Always offering great advice with regular communication and support throughout. Highly recommend!”

“Carl was awesome. After a year of trying to move and a few failed attempts we began to give up but thanks to a couple of very helpful estate agents and Carl Thorne we got there in the end. Carl got us the best deal he could for our mortgage which made it all very affordable, he explained everything in simple terms and always got back to us when promised. Can't fault him at all and will definitely be going to him when our current terms are nearing the end. Lovely guy and good at what he does. He basically handled it all for us even when we thought we had the better deal we'd get updates regularly if better deals were available.”

“I had the pleasure of speaking with Marco, a financial advisor, and I cannot express how grateful I am for his time and expertise. During our conversation, Marco took the time to listen to my financial and life challenges with genuine empathy, and his advice has been invaluable. I’ve been feeling a bit unsupported recently, so it was truly refreshing to talk to someone who not only provided thoughtful advice but also praised the efforts I’ve made so far. His feedback was incredibly encouraging, especially coming from someone with such a wealth of experience. Marco also shared several helpful resources, which I’ve already started reviewing, and I’m hopeful that they’ll make a difference. I followed through on one of his suggestions and set up an additional savings account—his practical advice motivated me to take action immediately! If you’re looking for a financial advisor who is not only knowledgeable but also truly cares about your personal situation, I highly recommend Marco. His kindness, understanding, and expertise have made a significant impact on me, and I’m looking forward to seeing where his advice takes me next. Thank you again, Marco, for your support and guidance!”

“I found James to be very helpful & knowledgeable, he explained my options clearly. I will be recommending McCreath Financial to both family & friends.”

“From the first call through to the completion of my application, the whole process was very smooth and uncomplicated. Bradley has a great telephone manner and made everything simple and straightforward. I would definitely recommend Bradley and Dewberry to anyone who is looking to use them. I was initially only looking for a quote for comparison purposes but they found me such a good policy that I couldn't really turn it down.”

“We turned to Colin at the Finance House when another broker was unable to secure a mortgage for us due to complicated financial circumstances. We had almost lost hope that we would be able to secure a mortgage at all but due to Colin's extensive knowledge. diligence, hard work and perserverance he made the impossible possible and secured us an excellent mortgage which meant we were unable to get our dream home! I cannot recommend Colin highly enough, as well as being an excellent broker he is also personable and patient and great to work with.”

“Stuartt has been a diligent and trusted accountant to our Community Interest Company for around three years. He's friendly and approachable and quick to respond. I totally recommend him.”

“Angel Bookkeeping have been brilliant from start to finish. I quite sincerely did not know what I was doing, which always puts you in a vulnerable position. However Aggie was very helpful and kind in our initial conversations, it's immediately apparent that this is an accountancy firm you can trust. Peter was also magnificent, and completed our self assessments with competence, clarity and calmness. Communication with Angel Bookkeeping was excellent throughout, I was able to ask questions without feeling like it was an inconvenience (a common experience with other companies!). The responses were always swift. On top of all this, Peter was able to save me a significant amount of money with his expertise. I shall definitely be using their services again. Thank you”

“Back in April 2022 I chose Pembroke as my advisors for an Equity Release basically to keep my 6 year old grandson at his private school. It was handled by the Principal Mortgage Advisor Paul Grennan and his assistants Julie Ward and Carol Mitchell. Right from the start they were very professional, prompt, friendly and always responded to any questions I had. For reasons that had nothing to do with Pembroke my equity release took 7 months to complete. I was on the verge of giving up, selling my house and removing my grandson from his school, the stress levels were getting unbearable. Julie and Carol were amazing, they never gave up, they kept pushing and they kept me going with their kind and motivational words. God knows how many phone calls and emails they had to make on my behalf. We got there in the end and I can't praise Julie and Carol highly enough (and you Paul!). As part of the service they have also made a complaint for me for the amount of time it took. I would recommend Pembroke to anybody, they went totally above and beyond and if I could give them more than 5 stars I would.”

“Seb, Paul, Julie & the team at Pembroke helped my partner and I through a seamless house purchasing journey. At every stage, everyone we dealt with was super responsive, and no question is silly (which was particularly appreciated as first time buyers). I would thoroughly recommend and encourage others to work with these folks, and will be myself in the future for any financial advice!”

“Fantastic service from Maria, after being let down for an appointment from our own bank we contacted her and so glad we did! Maria really listens to what you want and gives you so much of her time to make sure everything is just right for you. We were on a tight timescale to arrange a buy to let and Maria had this covered in half the time! She even spotted we could save money on our residential mortgage without even being asked to look into this. Will highly recommend Maria to anyone that is looking for financial advice, she has been absolutely brilliant!!!”

“Paul Clifford helped my Father and I navigate equity release patiently and professionally. Paul found a product which suited my Father’s requirements perfectly and was immediately responsive to any queries that we had. I would not hesitate to recommend Paul and his team.”

“Jo supported us through the entire process of our home buying journey. She was incredibly helpful and responsive to all our questions, always replying quickly and offering suggestions to support us in navigating our finances in the most efficient way. Because of Jo and the team at Lodestone Financial, the process has been smooth running from start to end with Jo going above and beyond to help us in any way possible to reduce the load and stress which comes with buying a home. Thank you Jo!”

“So far these wonderful people have, helped me understand all the positives and pitfalls of this type of investment. Did not push to get what I was not sure of, and have made my investment grow. Especially compared to the Banks lowering interest rates. If I am unsure of anything I can call and talk on the phone or easily make an appointment for a face to face meeting, Brilliant crew all round. Five stars all the way from me.”

“Jade at Howdens was helpful warm and friendly all staff welcomed me and saved me a lot of stress after getting an extortionate renewal quote they quickly came back with half the amount quoted by current insurers it was good to talk to someone face to face on line can be a minefield I would highly recommend going to a shop for quotes it takes out the hassle and stress of on line computer generated quotes”

“Gillian and Kate at The Finance Hub are excellent hosts for our Make It Your Business events. The space itself works well and is light and bright, easy to find with lots of available parking. Thank you!”