It is my priority to deliver a service that is straightforward and focused on helping you to achieve your financial goals and aspirations.
Based in Horsham, as an Independent Financial Adviser I’m here to help you, the individual.
My work is tailored to achieve the best outcome for clients based on their circumstances and needs, rather than what’s in the best interests of a bank or insurance company. I offer an affordable and friendly avenue for those seeking honest financial advice, whether local or further afield. I service clients across London, Kent, Sussex, Surrey and can visit you wherever you are.
Seeking financial advice can be a bit daunting and I recognise that. That’s why I make it my priority to cut the jargon and offer a service that is straightforward and focused on your financial goals.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
I help you to create tailored investment solutions that take into consideration your all your goals, the pulse of the economic climate and your appetite for risk.
Life Insurance & Protection
The foundation of any sound financial plan is a strong defence. Protecting your existing assets is as important to me as helping you to acquire more.
Pensions & Retirement
Do you know how far your money will stretch when you retire? A consultation with myself might be all it takes to begin the journey to financial freedom in retirement.
Inheritance Tax Planning
It’s important to remember that at the end of your life, your estate can be subjected to inheritance tax if it’s worth more than the inheritance tax threshold.
James Sambrook of Foxgrove Associates has been helping me with independent financial advice. He took the time to understand my current situation and future plans over a series of face to face meetings and has come up with some excellent products to solve my needs.
I want to take this opportunity to thank James for his financial advice. He recently did a complete financial review for me and he explained everything in a very simple and easy to understand way. I really appreciated his honesty and integrity.
I came to James for advice on my savings, pension and with help on income protection…his knowledge of the industry and his attention to detail made it easy for me to choose which route I went down and l felt under no pressure to make my decision.