Call Us: 01273 419946
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Are you....

  • Approaching retirement and considering your options?
  • Thinking about or planning for your retirement?
  • Trying to make sense of the pensions and other arrangements you have?
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We keep things simple

  • We understand financial issues can be daunting or even intimidating, regardless of your background
  • We’ll do all we can to help you through this and keep things simple along the way.

How we've helped others like you

  • You’re not alone! You’re unique but many people have similar issues to you
  • We’re experienced and understand the concerns and objectives people have
  • Take a look at how we’ve helped others like you…
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Where do you start?

  • We want to know you and you want to know us before we decide to work together
  • Why not have an initial chat with us to see if we’re a good fit for each other and take it from there?

Brighton Financial – Helping You Prepare For A Great Retirement!…

Retirement planning means different things to different people. We see retirement as a journey rather than an event. What retirement looks like depends on each person’s perspective but we have a lot of experience in dealing with many of the common issues facing those with retirement in mind:

  • I want to know if I’m doing the best I can with my money
  • Retirement is on my mind and I want to know what options I have and if I have enough
  • I’ve got a lot of ‘bits’ and don’t really know what it all means. I need some clarity
  • I’m a bit daunted about money and would value advice and reassurance
  • I want to know I’m always going to have enough money, regardless of what happens in the world

If you’re thinking along these lines, we might be the firm for you. We’ll take time to understand you and what’s important to you. Once we have a clear picture, we’ll get to work on constructing a strategy to help you get there.

We never take things for granted and make assumptions about you. You’ll be pleased to see how transparent we are in the way we work and our fees. We operate on a no surprises philosophy so you’ll always know exactly what we’ll be doing for you, what that will involve and the cost.

See What We’ve Been Blogging About…

How We Have Helped Others

  • "We wanted to make investments with savings.  Marco took us through all the available options, and helped us understand pros and cons of each. He also made us think about why we were thinking about investing in the first place.  Due to personal circumstances we decided, with Marco, that waiting for a while before investing was the right course of action".

    EvanMarch 2018
  • "I needed to better understand my pensions. So I needed answers to questions such as am I paying in enough, if I paid more how much earlier could I retire, should I merge or change any of my pensions. Marco questioned and listened to me to get a really thorough understanding of what I required from him. He told me briefly about how he could help me in a more detailed manner, but stuck very much to providing clarity around my current pension situation and what that means for the future which is what I required. I am delighted in the output from Marco. He fully answered my questions, providing a great presentation, and illustrated through charts, graphs, and verbally a very clear and easy to understand view of my pension funds."

    RoseJanuary 2018
  • "I inherited a sum of money which I wanted to invest for the future. Marco assessed my attitude to risk and found me an investment which exactly suited my needs. I have absolutely seen the outcome I was hoping for and have no criticism of the service I received".

    ScottJanuary 2018
  • "Marco did an incredible amount of research, contacting all companies involved to fully understand our investments. He looked at all the different options to transfer our money back to the UK. Communication with Marco is excellent, and he has given us clarity on our situation, and a way to move forward".

    ElizabethOctober 2017
  • "Difficult to criticise. Gave prompt advice, whilst maintaining a professional and friendly relationship."

    JohnOctober 2017
  • "Marco assessed my needs, savings and investments, advised on some changes, and set up new investments. I am happy with Marco's service".

    DerekSeptember 2017
  • "I needed advice following changes in employment and pensions.  Marco provided ambiguous advice and clear recommendations to achieve my objectives".

    CeriJune 2017
  • “We needed assistance to best manage our investments and savings.  Marco helped us with appropriate advice to safeguard our investments while obtaining the best returns and we consider that our investments have been well managed”.

    AlecDecember 2016

How We Can Help You

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Your Issues

We think we have a good understanding of the issues that you are likely to be facing, Read how we have helped others.

Our Approach

Keeping things simple is important, for you and for us!!! Read about the process we take our clients to end up with results that are relevant and helpful.

Our Values

Our values tell you what sort of a firm you are working with. They are at the heart of what we do and why.