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Personal Financial Designs

Overview:

Based in Worthing, Personal Financial Designs has been established to provide a personal, high quality financial advice service to clients both in Sussex and further afield.

"Andy's advice had been completely invaluable to me.... I just can't speak highly enough of his service."

We specialise in designing plans to help our clients achieve their financial goals. We do this by helping them set clear objectives and priorities in the financial areas that are important to them. We then use our expertise and experience to create a plan of action to ensure maximum impact on the areas that deliver the greatest financial benefit for you.

Financial goals and priorities differ for everyone. By necessity, the services we offer are just as varied.

While you're here, take a look in our Library to view our latest client newsletter and download a range of financial guides.

We very much look forward to hearing from you.

"Andy has been my financial adviser for many years. I find his approach both realistic and pragmatic. He consistently understands the values I place on the varying aspects of my affairs and has advised me unerringly. I am delighted to recommend him without reservation." A. Deacon

"Andy's advice has been completely invaluable to me since the death of my husband. I couldn't do without him. I just can't speak highly enough of his service. He is always there when needed." Mrs A. Knight

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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