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What is “fair” in estate planning?

How should you divide your estate amongst your children, grandchildren and others? We are often asked to comment on whether clients have divided up their

Philip Wise April 19, 2022

Why you need a non-financial plan

I’ve spent the best part of three decades helping people to plan the financial aspects of their retirement, and then helping people to implement their

Philip Wise August 9, 2021

Why legacy goals should be part of your retirement plan

Some of us want to give a specific amount of money to our loved ones during our retirements; others want to ensure that they leave

Philip Wise July 5, 2021

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We’re an independent advice firm, which works with people who are enjoying, preparing, or planning their retirement.

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Sussex Retirement Planning Ltd is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107

Sussex Retirement Planning Ltd is registered in England and Wales. Company No. 12665988. Registered Office: 303 Goring Road, Worthing, West Sussex, BN12 4NX

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