Independent Financial Advisers Serving Burgess Hill
Sturdy Edwards Financial Services provides independent financial advice to individuals, families and businesses in Burgess Hill and surrounding areas of Mid Sussex.
Our qualified advisers can help with investments, pensions, retirement planning, mortgages and financial protection. Advice is based on your circumstances and objectives, whether you require help with one immediate decision or several connected areas of your finances.
We also serve nearby communities including Hassocks, Hurstpierpoint, Ditchling and the surrounding Mid Sussex area. Our office is based in East Grinstead, and clients can contact us to discuss the meeting arrangements available.
Financial Reviews for Burgess Hill Clients
A financial review allows us to understand your present position before recommending any action. We discuss your income, expenditure, assets, liabilities, existing financial products and future priorities.
Some clients approach us with one particular requirement, such as reviewing a pension or arranging a mortgage. Others require a coordinated plan covering investments, retirement and family protection.
We explain the proposed service, the information required and any relevant charges before you decide whether to proceed.
Investment and Wealth Management Advice
We advise clients who are investing a lump sum, building wealth over time or reviewing investments accumulated through different providers.
Before making a recommendation, we consider your financial objectives, intended investment period, attitude to risk, capacity for loss and need for access to the money.
Appropriate options may include ISAs, collective investments, investment bonds and managed portfolios. We explain how the proposed investments work, the risks and charges involved and how they relate to your wider financial position.
Pension and Retirement Planning
Many people accumulate pensions through several employers without having a clear view of how those arrangements fit together or what income they may eventually provide.
We advise on personal pensions, workplace pensions, SIPPs and company contributions. A review can assess existing benefits, investments, charges and any guarantees that could be affected by a transfer.
For clients approaching retirement, we can help assess expected expenditure and explain options such as drawdown, annuities and pension lump sums. These choices involve different levels of flexibility, investment risk and certainty.
Learn more about company and private pension advice or explore retirement planning .
Mortgage Advice in Burgess Hill
We provide mortgage advice for first-time buyers, home movers and existing homeowners considering a remortgage.
Our advisers assess your income, expenditure, deposit, existing borrowing and future plans before researching suitable options from the lenders and mortgage products available to us.
We explain the interest rate, repayment structure, product fees, early repayment charges and other relevant conditions. A low initial rate will not necessarily represent the most suitable or lowest-cost option once fees and the full deal period are considered.
Learn more about independent mortgage advice or use our mortgage repayment calculator .
Life Insurance and Financial Protection
Protection planning considers how a household would manage its mortgage, bills and other financial responsibilities following death, serious illness or an extended period away from work.
We advise on life insurance, critical illness cover and income protection. These products address different risks and must be assessed according to your income, family responsibilities, workplace benefits, savings and affordable budget.
We explain policy definitions, deferred periods, exclusions, premium terms and the circumstances in which a claim may be paid.
Learn more about life insurance and family protection or critical illness and income protection .
Important Information
The value of investments and pension investments and the income from them can fall as well as rise. You may receive back less than the amount invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Financial protection policies have terms, conditions and exclusions. Pension and tax rules depend on individual circumstances and may change.
How We Work with Burgess Hill Clients
Our advice begins with an understanding of your circumstances and what you want to achieve. We do not recommend a product simply because it is new, has recently performed well or appears to offer the lowest initial cost.
The process will normally include:
- Discussing your objectives and immediate concerns
- Gathering information about your financial position
- Reviewing relevant existing arrangements
- Assessing risk, affordability or protection needs
- Researching appropriate options
- Explaining the recommendation, risks, costs and alternatives
- Implementing the agreed arrangements
- Providing ongoing reviews where appropriate
Some requirements can be addressed through a particular piece of advice. Others may benefit from ongoing support because investments, retirement plans or personal circumstances can change over time.
The proposed service, any ongoing review arrangement and relevant charges will be explained before you decide whether to proceed.
Serving Burgess Hill and Surrounding Mid Sussex Areas
We advise clients in Burgess Hill and nearby communities including Hassocks, Hurstpierpoint, Ditchling and the wider Mid Sussex area.
Our office is located at:
Sturdy Edwards Financial Services Limited191-193a London Road
East Grinstead
West Sussex
RH19 1HA
Telephone: 01342 313733
Please contact our team in advance to discuss your requirements and the meeting arrangements available.
Independent and FCA-Regulated Financial Advisers
As independent financial advisers, we can consider suitable options from across the relevant market when making a personal recommendation. Independence does not mean that every available product will be suitable.
Our recommendations are based on your circumstances, needs and objectives. We explain why an option has been recommended and what risks, costs and limitations need to be considered.
Sturdy Edwards (Financial Services) Limited is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 190659.
Meet our financial adviser team or view Sturdy Edwards on the Financial Services Register .
Financial Advice in Burgess Hill: Frequently Asked Questions
Do You Provide Financial Advice in Burgess Hill?
Yes. We serve individuals, families and businesses in Burgess Hill and surrounding Mid Sussex communities.
What Areas of Financial Advice Do You Cover?
We provide advice on investments, personal and company pensions, retirement planning, mortgages, life insurance, critical illness cover and income protection.
Can You Review Pensions from Previous Employers?
Yes. Existing workplace and personal pensions can be reviewed to assess their benefits, investment arrangements, charges and suitability. A review does not automatically mean that a pension should be transferred.
Can I Receive Advice on One Financial Matter?
Yes. Advice can focus on a particular requirement where appropriate. If the decision affects another important area of your finances, we will explain the connection.
Where Is the Nearest Sturdy Edwards Office?
Our office is at 191-193a London Road, East Grinstead, West Sussex, RH19 1HA. Please contact us in advance to discuss meeting arrangements.
Contact Our Financial Advisers Serving Burgess Hill
If you are based in Burgess Hill or the surrounding Mid Sussex area and would like advice on investments, pensions, retirement planning, mortgages or financial protection, our advisers are available to discuss your requirements.
Please contact Sturdy Edwards Financial Services to arrange an initial financial discussion.
Contact Sturdy EdwardsWe help clients to arrange mortgages, give independent investment guidance on ISAs
Please contact us to find out how we can help.