Sage Roxborough

Sage Roxborough is a modern practice founded on traditional principles and we believe that high quality planning starts with fully understanding our clients' needs, wants and aspirations. Please contact us so we can have an initial discussion about your needs and we can advise if we can help. If our services are likely to be appropriate we can meet in person so you can get to know us and we can explore your situation. We will discuss and identify your financial objectives, be it planning your retirement, passing money to the next generation or just ensuring that your money continues to grow. No charge will be made for the costs of this meeting. If you wish for us to work together we will agree the areas that need attention and what we will be paid for our services. We are passionate about the value of advice that is independent and unbiased and in common with other advisers charge fees for investment and pension advice. Details of our clear and transparent fees structure may be found in 'Our Service Principles'. Most clients will usually have investments, pensions and other contracts and it is important that we all understand what you already hold. We will usually conduct a thorough review of these arrangements and we can then come to a view as to their continued suitability. All investments carry risk and it is important that we understand your attitude to risk; hence we will usually undertake a risk profiling exercise with you. If new arrangements are required we will research the options on your behalf and then make our recommendations in a formal report. You will have the opportunity to consider and discuss the report and once you are happy with our proposals any new arrangements can be implemented. Whether your money is invested in a pension, ISAs, trust or regular portfolio there will need to be an active, ongoing investment management process to ensure that the underlying assets are appropriate to your investment objectives and coherent with your attitude to risk. We have a clear methodology to create and manage a suitable portfolio for you - see 'Investment Process' for details. Our ongoing investment in technology affords our clients the ability to monitor and manage their investments in an efficient and clear manner. We have been providing independent financial advice for clients in Brighton, Hove, Polegate, Lewes, Sussex, London, Reading and the South East for over 20 years, if you would like to find out more or wish to discuss your position please call us now on 01273711811 or contact us.