Financial Advisers (Independent) in Chichester
1 Dukes Court
Your initial meeting is at our cost and this can be at your home or at our office in Chichester. We used to be based in Northgate, however in September 2013 we bought new premises in Dukes Court, just out of town, which offers parking for our clients. Please feel free to telephone the office for directions and to arrange a meeting with one of our four fully qualified financial advisers:
Bryan Hodges BA, DipPFS - Director/IFA
Mark Gordon BA, DipPFS - IFA
Mark Lloyd DipPFS - IFA
Trevor Charlwood DipPFS - IFA
We are a small, friendly office and we look forward to meeting with you and assisting with your financial matters.
For further details about the company history, the service levels we offer and our charging structure, please visit our website, which is updated on a regular basis.
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Analysis of your current financial situation to assess their suitability for your needs, aspirations for the future and your attitude to risk.
I enquired on the FSA website to find a reputable IFA to ascertain the best thing to do with my pension as I could foresee the need to gain access to it soon. I chose MJB for advice. I have to say that their consultant, Trevor Charlwood, was very efficient, concise and presented options to me in a simple non-technical manner that I could understand. I was quite pleasantly shocked when he came back to me with a solution that provided a monthly cash income of double the amount my insurance company would offer. I am also pleased to say that his selection of funds for my pension are such that I have taken very little of my initial investment, and growth has compensated for the income I’ve taken. Mr Charlwood comes bi-annually to discuss my pension and make suggestions. He is a pleasant, professional, helpful and approachable man whom I trust implicitly with my pension needs. Thank you MJB Partnership and of course Mr Charlwood. Kind regards, Mr I C
Mr I C
Bryan Hodges has been our family financial advisor since we moved to the area 28 years ago and over time he has soundly advised us on numerous types of investments, the latest being the most complicated of them all – for my husband’s pension transfer. Bryan is very friendly and reliable, but most importantly, he discusses the financial advice in terms that we can understand. I have recommended Bryan to friends and colleagues in the past and have no hesitation in doing so in the future, to anyone seeking thoroughly reliable independent advice. Mr J D & Mrs M D
Mr J D
During our meetings Trevor ensures that I clearly understand the matters under discussion and that all my queries are comprehensively answered. He is thoroughly well briefed and professional in his depth of knowledge about the financial industry. His understanding of it and its products and how they are best applied to enhancing my personal situation is superb. In fact his enthusiasm for his subject has even kindled my interest, to the point where I now read the financial news with nearly as much interest as the rest of the paper! I have thoroughly recommended Trevor to friends and would have no hesitation in doing so to anyone seeking a thoroughly reliable independent financial adviser. My personal financial circumstances have never before been so well organised or productive. I am extremely happy with MJB’s services. Best wishes, Miss L D
Miss L D
The service I have received from MJB in recent years has been exemplary. I was in a job which paid no pension and I desperately needed a Financial Advisor to take on my investments. Fortunately, I had a friend who was with MJB, who took over my investments and I quickly found that they had been put on the right track. I was concerned when he retired, but I needn’t have been when Mark Gordon took over my finances. He is extraordinarily helpful and I now regard him as a personal friend as he is so approachable and I can ask any financial question, however complex. Due to his efficiency, I now have a reasonable pension which more than covers my needs..quite impressive after worrying what I would be able to live on! Another thing that impresses me is that when Mark is on holiday, MJB still have staff that can reliably take over the running of my account. I thoroughly recommend MJB for any financial advice and I bless the day when my acquaintance put me in touch with them. Best wishes, Mr M H
Mr M H
Bryan has been my financial adviser since I took early retirement in 2006 and now advises me, my wife and my Mother-in Law. He is always friendly, efficient, reliable & most importantly talks good common sense in helping us make the most sensible and effective financial decisions. Bryan is also one of the most approachable people you could wish to meet - a very important trait when discussing financial matters, in my opinion. Kind regards, Mr L M
Mr L M
Testimonials are added by the business owner and are not independently verified.
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed