We are an experienced team of Independent Financial Advisers (IFAs) in Sussex and the local area providing advice to individuals and businesses with practical and relevant solutions to help them to meet their financial objectives.
You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
We can help with many ways to protect your family and your standard of living when you need it most.
As a mortgage is secured against your home, it could be repossessed if you do not keep up…
From childhood, most of us are told to put away money to save for the future…
Pensions are designed to enable you to save sufficient money during your working life to provide…
Whether you rent or own your home, insuring it makes sense. There are two main types of home insurance…
With Lifetime Mortgages where the interest is rolled up, a loan is taken out on the property…
Our approach at Routledge Financial is to listen, discuss and take on board your current circumstances. Then we aim to clarify your aims and aspirations before advising you on relevant investment, protection, mortgage and retirement planning issues. We set out to do this in a friendly and professional way and operate a transparent charging structure.
I’m doing my first ever re-mortgage and I have had a million questions and asked for several different options and he has walked me through everything with no jargon and helped me wrap my head round it.”
Charlie helped us so much to get our mortgage and even Michael was every time really helpful. For sure we’ll be back to them again in the future.
