Financial Planner in East Sussex
Summit Wealth Management Financial Planners offer comprehensive financial services in Bexhill, Hastings, Battle, Eastbourne, Battle and across East Sussex.
Our Financial Planner in East Sussex offers the following services for all your investment and protection needs:
- Pension Planning
When do you want to retire and how much income will you need?
- Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
Do you want to reduce your current mortgage outlay or are you moving home?
Reasons to choose our Financial Planner
Your initial meeting will always be free of charge. Choosing a Financial Planner is an important decision, so you can make sure we’re the right fit for you first.
One of the main reasons clients choose us is because of our excellent customer service. We’re a small local firm, so you’ll deal with one person who can visit you at your home, or you can visit us in Bexhill. Learn more about our Financial Planner.
Our Financial Planner has over 8 years experience offering financial advice across Bexhill, Battle, Eastbourne, Hastings and East Sussex
We hold qualifications relating to Investments, Pensions, Mortgages and Equity Release.
Get in touch
Please contact our Financial Planner, Kim Monroe, for more information or to book your free initial meeting. As mentioned, we can visit you at your home or office in Bexhill, Eastbourne, Battle or Hastings or you can come to us in Bexhill, East Sussex.
You will receive an illustration when considering a particular mortgage, which will tell you about any fees relating to it.