About us

We have two offices, our Head Office is in St Albans, Hertfordshire, and the other office is in Chichester, West Sussex, and between the two offices we cover the whole of the South of England and Home Counties.

We offer advice to individuals, businesses and trustees in all areas of the financial spectrum. We are ‘Whole of Market’ advisers, which means that we offer products from the whole of the market and we are not restricted to a limited number of companies. It also means that we can offer our clients a choice of how to pay for our services. This can be by an agreed Fee, by commission from products purchased or a combination of the two.

We provide financial advice and clearly explained solutions to individuals and companies on Investments, Life Cover, Health Protection and Retirement Planning including SIPPs and drawdown products.

We also specialise in giving advice to the retired and the more complex area of care fees planning for those needing nursing or residential care. This includes investment advice, estate preservation and inheritance tax planning. This is done through the Care Fees arm of the company, Care Fees Planning, which is a trading style of Brownlow IFA Ltd.

We believe in providing a friendly face to face service and deal with all clients in a compassionate and caring manner and in total confidence. We offer all new clients a free initial consultation without time constraints. This allows us to get to know you, and for you to tell us about your personal and financial circumstances without feeling pressured.

It is only by establishing your full financial circumstances that we can provide quality financial advice that is right for you and your family or business. We pride ourselves in providing clear choices for our clients, which provide financial solutions that are reassuringly straightforward.

At any initial consultation, we will give you an indication of the work that will be involved, how long it will take and the associated cost, and we explain how your choice of payment method can affect the products we recommend.