Personal Financial Designs

Financial Advisor in Worthing, West Sussex

Business Info

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 aims to develop financial plans that will lead to financial independence and a secure financial future for his clients. In addition, for his investment clients, his main focus is to develop a well-balanced and appropriate investment portfolio that produces above average rates of return commensurate with the level of risk acceptable to the client. In terms of professional qualifications, Andy has held the Advanced Financial Planning Certificate since 1995 and immediately became a Member of the Personal Finance Society (the Society of Financial Advisers). He has since achieved further qualifications including specialist papers in pensions and long term care advice and is now, by qualification, an Associate of the Personal Finance Society.

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.

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Contact Details

Personal Financial Designs
Office: Worthing

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.

01903216978
Address: Ivy Arch Road, Worthing, BN14 8BX
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