Retirement financial plan in Brighton

“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!”

“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.”

“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!!!”

“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.”

“Adam was recommended to me by my Will writing provider. I was keen to understand and review the performance of my various pension pots - with a view to consolidation for improved visibility and more active management. I'm not a financial expert but Adam skillfully guided me through the process, keeping things as straightforward and easy-to-understand as possible. I feel confident in his recommendations and trust we will have a longer-term financial relationship as I navigate the next few years towards retirement.”

“This was my first house purchase so I spoke to a few mortgage advisors to help. I went with Absolom & Durrant as James was able to get me the best rate, he was really friendly and made the process smooth for me. Thank you so much! I have already recommend James Durrant to a friend.”

“Very good and perfessional, easy to talk to and very easy to understand the information given, Always made sure that I have understand each part before moving on and summarised it all up the end to. Would highly recommend.”

“This company was recommended to me by a friend, to whom I am extremely grateful. Francis was so professional, helpful and friendly. His knowledge is exceptional. I received fantastic advice from him and I highly recommend this company. Thank you so much for your wonderful service.”

“I worked with Matthew on remortgaging our property. He was knowledgeable, efficient and super-friendly. He made the whole experience simple, stress-free and we completed in record time!! Thanks so much, Matthew!!!”

“lovely people - very approachable and incredibly switched on.”