We can help to create, establish and maintain your financial objectives.

We are Objective Wealth, a team of experienced financial advisors based in Wisborough Green, West Sussex providing help and guidance across the South East.

What We Offer

​Our experienced team members can provide help in a variety of ways.

Experience

The financial world can seem impenetrable and yet it affects everyone on a personal level. With our knowledge and experience, we can educate you on what to expect from every outcome along your financial journey.

Confidence

We strive to have a clear focus on what you require and providing the financial framework for your needs. We have the confidence to enact these plans once established and make you feel comfortable.

Communication

The key to any working relationship is good communication, so we feel it is necessary that you have full contact with us during office hours. This can include by telephone, email, FaceTime or Skype.

Journey

Everyone’s financial journey is different. Our objective is to help navigate you in the right direction. We’ll use our knowledge to consider the issues that cause unforeseen changes in that direction.

Partnership

Every member of the Objective Wealth team considers their role is is as your partner in finance. They’ll work tirelessly to ensure you get the best advice and support possible to bring the most benefits.

Connections

We can provide access to our legal and accountancy partners, or work with your own. This provides a coherent and integrated package to ensure the protection and smooth running of your assets.

"With our extensive knowledge and expertise in financial planning and management, we want to help educate and advise you in a financial world that can seem impenetrable."

LinkedIn

Keep up to date with Objective Wealth Financial and related financial news from our team at LinkedIn.

Objective Wealth Financial
Objective Wealth FinancialPosted: 20 March 2020
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In response to the Covid-19 outbreak, we have, with immediate effect, changed our working practises to engage with our new and existing clients via video meetings, email and phone calls. We can, therefore, create a financial plan for you remotely.

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Objective Wealth Financial
Objective Wealth FinancialPosted: 28 February 2020
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Due to the market volatility we have seen this week, we have been in contact with our clients to let them know our position and to reassure them that the Objective Wealth portfolios are well diversified and no portfolio is invested fully in shares, even for the more high-risk investors.

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Objective Wealth Financial
Objective Wealth FinancialPosted: 17 February 2020
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Get ahead of the end of the tax year by checking the following things: Use your ISA Allowance – The current ISA allowance is £20,000. Use it or lose it. Inheritance Tax Planning – You can gift up to £3,000 each tax year. Boost Pension Contributions – Contribute up to the lower...

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TALK TO US

Talk to one of our team members today by calling 01403 701026 to find out more about our services and how to get started.

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