Looking for independent financial advice in East Sussex?

Our trusted IFAs are here for every stage of life.

Chartered financial advice since 1986.

Supporting clients across the UK.

Pensions, mortgage & investment experts.

 

Independent Financial Advisers & Mortgage Advice for East Sussex.

Although based in Tunbridge Wells, Kent, we work extensively with clients across East Sussex, including Crowborough, Uckfield, Heathfield, Lewes, and surrounding areas.

We are fully independent financial advisers (IFAs), offering tailored advice on pensions, investments, and mortgages to individuals, families, professionals, and business owners throughout East Sussex.

Whether you’re planning for retirement, reviewing your investments, or securing a mortgage, we provide clear, personal advice to help you make informed financial decisions.

We also serve clients across the wider UK, but much of our work is with those living in or relocating to East Sussex.

Choose a service below to learn more – or speak to an East Sussex-focused IFA today to get started.

Our IFA services for East Sussex.

We help individuals, families, business owners and professionals at every life stage get tailored, independent financial advice. Here are some of the ways we can help:

All advice is delivered by fully regulated, UK-based IFAs - with in-person appointments available in Tunbridge Wells, Kent or remotely via video call or telephone.

Are you searching for Financial Advice in East Sussex?

Independent financial advice in East Sussex.

Looking for an independent financial adviser in East Sussex? AV Trinity provides expert, impartial financial advice to help you plan with confidence.

Our independent financial advisers are here to help you achieve your financial goals and provide you with the guidance and support you need to secure your financial future.

“Our IFAs offer impartial, tailored advice with no ties to any product provider or bank.”

What does an IFA do?

A financial adviser (or financial advisor) is a qualified professional who offers personalised financial advice based on your individual goals, circumstances, and stage of life.

An Independent Financial Adviser (IFA) serving East Sussex is not tied to any single provider or bank. Unlike advisers at high street banks or building societies, IFAs can recommend financial products from the whole of the market – ensuring advice that is truly impartial and in your best interest.

Whether you’re in Lewes, Crowborough, Uckfield or anywhere nearby, an East Sussex-based IFA can help you make informed decisions around pensions, investments, and financial planning.

Why choose AV Trinity for financial advice in East Sussex?

At AV Trinity, we are Independent Financial Advisers based in Tunbridge Wells, Kent, working closely with clients across East Sussex. From Lewes to Uckfield, we offer impartial, independent financial advice to help you plan with confidence.

Our IFAs provide tailored support on retirement planning, tax strategies, investments, business protection, and workplace pensions. Whether you’re planning for the future or reviewing existing arrangements, we offer advice that’s aligned with your personal goals - not tied to any provider.

We also offer expert mortgage advice across East Sussex, whether you’re buying your first home, moving, investing in buy-to-let, or considering equity release.

Speak to an independent financial or mortgage adviser today to start a clear, informed conversation about your financial future.

We make financial advice straightforward.

The UK financial landscape can be complex; but our role is to simplify it. As fully authorised and regulated Independent Financial Advisers (IFAs), we provide clear, independent advice you can trust.

We support clients across East Sussex with personalised guidance on retirement planning, estate planning, inheritance tax strategies, long-term care funding, and more.

Whether you’re planning ahead or facing an immediate decision, our advice is impartial, thorough, and designed to give you clarity and confidence.

Tailored financial planning in East Sussex.

At AV Trinity, we believe that successful financial planning begins with a personal approach. That’s why your Independent Financial Adviser (IFA) will take the time to fully understand your circumstances, ambitions, and financial priorities before creating a bespoke plan.

Wherever you are in East Sussex, our financial planning process is built around you; helping to provide lasting security, flexibility, and peace of mind.

Trusted professionals.

Our team includes highly qualified advisers who are members of respected professional bodies such as the Chartered Insurance Institute (CII). We adhere to strict codes of conduct and are authorised and regulated by the Financial Conduct Authority (FCA).

AV Trinity is also registered with the Financial Ombudsman Service, offering clients access to independent dispute resolution should it ever be required.


Independent advice, whatever your situation.

Whether you’re an individual, a family, or a business owner in East Sussex, our independent financial advisers are here to help you make confident, informed decisions.

From pension planning and inheritance tax advice to business protection and mortgage support, we provide clear, impartial guidance tailored to your specific needs.

Take the first step – speak to an experienced IFA serving East Sussex today. →

Take the first step and speak to an experienced IFA serving East Sussex today →

Arrange your free consultation with a Financial Advisor (IFA).

Whether you are planning for retirement, considering your investment options, buying a property, or need specialist financial advice, we are here to help.

Just fill out the contact form below to schedule your free initial consultation. We are based in Tunbridge Wells, Kent and serve clients all over the UK. Alternatively, call 01892 612 500 to contact us during office hours.

Our location.

AV Trinity Limited
Oakhurst House
77 Mount Ephraim
Tunbridge Wells
Kent
TN4 8BS

Tel: 01892 612500
Email: info@avtrinity.com

Areas we cover.

Our office is based in Royal Tunbridge Wells, Kent, but we work with clients across the country.

Locally, we serve individuals and businesses throughout Kent, including Ashford, Maidstone, Sevenoaks, and Tonbridge.

In East Sussex, we have clients in Bexhill, Crowborough, Eastbourne, Hastings, Heathfield, and Uckfield.

Looking for thoughtful, practical financial insights?

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They’re written with clarity and purpose by financial advisers who understand real financial decisions - and the people behind them. Whether you’re brushing up on economic trends or looking for answers to specific financial questions, this is a good place to explore further.

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