Financial advisor services 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”

“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!”

“We honestly couldn’t have asked for a better broker than Adam at Brighton and Hove Financial Consultants. From the very beginning, Adam went above and beyond in every possible way—patiently guiding us through each stage, adapting to our many changes of plan, and managing everything with incredible speed and efficiency when timing became critical. What really stood out was Adam’s dedication, attention to detail, and genuine care for getting the best possible outcome for us. He worked tirelessly to secure a mortgage offer under tight deadlines, with a level of urgency, clarity, and calm that made all the difference. Nothing ever felt too much—he was always there, responsive, kind, reassuring, and incredibly knowledgeable. It’s rare to come across someone who is not only brilliant at what they do, but also such a pleasure to work with. Adam is that person. We are so grateful for his support and wouldn’t hesitate for a second to recommend him to anyone needing expert, compassionate, and truly outstanding financial guidance. Thank you so much, Adam—you’ve been amazing”

“A huge shoutout to Sam Moodley from Gateway Financial Consulting for making the entire process of getting new insurance a breeze! His apparently endless expertise and patience guided me to the perfect provider, helping me save on unnecessary costs while gaining incredible benefits. Sam’s knowledge added so much value and none of it would have been possible without his support. Thank you so very much, Sam! Highly recommend!”

“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.”

“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”

“If I could rate Kate 10 stars, I would. She has given us a lot of useful no-nonsense advice as first time buyers. She's made the process of buying a house so much easier (even if third times the charm!). She has been a pleasure throughout our whole journey and I can't thank her enough ❤️”

“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!”

“My parents have been using Hunter Finacial Management for many years. They feel the service offered is outstanding - never too busy to help, no matter how big or small the query may be. We would all highly recommend Hunter Financial Management to anyone needing friendly, knowledgeable and professional 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!!!”

“It gives us great pleasure to write a reference to recommend the services of Shaun Hart. From our experience we would recommend Shaun without hesitation. He is highly knowledgeable, courteous and friendly. His professional approach and excellent communication skills means he takes the time to thoroughly understanding our needs and requirements before putting forward tailored solutions. I am delighted that we have found such a trusted financial partner, who is a pleasure to work with, and who will work in partnership with us for our future needs. Nigel and Alex P”

“I recently had an initial meeting with Gill Lynes to discuss my financial arrangements as I approach later life, having been fairly recently bereaved. She was very knowledgeable, understanding my situation clearly, and gave me a lot of confidence. He advice was very helpful and freely given. I would thoroughly recommend Carpenter Box as a step towards gaining control of private finances. Thank you so much Gill.”

“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.”

“Do not know where I would be without them.”