Pebble Financial

Pebble Financial

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Real Estate in the south west USA, specifically Phoenix, great time to buy yourself an investment property or a holiday home at historically low prices, with accessibility to the Grand Canyon, Monument Valley and California. Jason, if any of your clients are interested I would be more than willing to provide more information....

Leading Independent Financial Advisers to existing clients and the people of Sussex. We will help you optimise and manage your personal financial planning in a professional and friendly manner.

Operating as usual

Our guide to passing on wealth 21/10/2021

Our guide to passing on wealth

Our guide to passing on wealth

https://issuu.com/jasonfinch3/docs/guide_to_passing_on_wealth

Our guide to passing on wealth This guide will provide an insight in to inheritance tax planning options to consider

22/02/2021

Congratulations to Liv! Liv has just passed her Mortgage Advice exams and will soon be authorised as a fully qualified Mortgage Adviser!

Well done Liv!

Financial Action Plan 04/01/2021

Financial Action Plan

FINANCIAL ACTION PLAN 2021

10 steps to help you build a better financial future......

https://issuu.com/jasonfinch3/docs/newsletter_nov-dec_20

Financial Action Plan 10 steps to help you build a better financial future

Photos from Pebble Financial's post 01/12/2020

Our new website launches today - go to the link in our bio to check it out!





#postlockdown #shorehambysea #business #finance #financialadvice #shorehambeach #pebble #ifa #mortgageadvice #businessasusual #shorehamlife #shoreham #covidsecure

Photos from Pebble Financial's post 30/11/2020

Our new website launches today - go to the link in our bio to check it out!





#postlockdown #shorehambysea #business #finance #financialadvice #shorehambeach #pebble #ifa #mortgageadvice #businessasusual #shorehamlife #shoreham #covidsecure

Photos from Pebble Financial's post 30/11/2020

Our refreshed website is now live! Take a quick look at www.pebble-financial.co.uk.

Timeline photos 18/08/2020

We are open!

Please call us on 01273 525080 to arrange a meeting.

We are completely COVID-19 secure.

🦠 COVID screen divider for face to face client meetings to protect you and our team
🧴Please use hand sanitiser provided upon entry
😷 Face masks are optional - however, if a client would like the consultant to wear one then we are more than happy to do so
📏 Social distancing of 1 metre plus
🧽 Regular cleaning after each appointment & ongoing cleaning throughout the day
📹 Virtual/telephone appointments are also available

Timeline photos 08/07/2020

See you soon! 🌈 #lockdown #businessasusual #keepcalm #carryon #futureisbright ☀️

Newsletter Jun & Jul 2020 06/07/2020

Newsletter Jun & Jul 2020

Newsletter - Jul & Aug 2020

https://issuu.com/jasonfinch3/docs/newsletter_jul___aug_20

Newsletter Jun & Jul 2020 Preserving your wealth - Developing a clear plan for your wealth and prosperity

Videos | 18/05/2020

Videos |

Pebble Financial would like to update you on what our team are doing and how we can continue to help and advise you until we all get back to some sort of normality.

The Pebble Financial office in Shoreham is closed for now and we are all working as normal from home.

We have been providing general communications which we hope you have found both helpful and informative.

We wanted to take this opportunity to let you know about the following;

 Our team of advisers have already held many client meetings using video based technology. We must say that this has been very effective and it is great to carry on talking with our clients ‘face-to-face’. If you have anything you want to discuss with us, please feel free to reach out to any of us and we can arrange a call by either Zoom, Skype, Teams, Go To Meeting or any other similar means you are comfortable using.

 We have recently launched a number of client focussed short videos which cover a variety of financial advice based topics, which you may find informative and interesting. You can access these videos at http://pebble-financial.co.uk/videos/

 You can also find us on a number of social media forums, including Facebook, Twitter and LinkedIn. You can follow links to these from our website http://pebble-financial.co.uk/contactus-aspx/. We would be really grateful, should you visit any of these platforms, if you can ‘like’ us, which helps to spread the word.

We look forward to speaking with you or seeing you soon and as always, please let us know if we can help you with any aspect of your finances.

Thank you.

The team at Pebble Financial.

Videos | The Benefit of Independent Advice Managing Your Finances Through An Economic Crisis The Importance of Business Protection How to Optimise Returns on your Pension Plans The Importance of Asset Allocation and Diversification in Everyday Investing How Income Drawdown Works

13/05/2020

The Importance of Business Protection

Understand what you should consider in order to protect your business

13/05/2020

Business Protection

The importance of considering business protection

13/05/2020

How to manage your finances through the current economic crisis

Our guide to financial planning during the current Coronavirus pandemic

13/05/2020

Managing your finances through the current economic crisis

Our simple guide to how to manage your finances during the current pandemic

Timeline photos 13/05/2020

Check out our new informative YouTube videos helping you and your decision making during these uncertain times. The link is in our bio 💙 #finance #shoreham #shorehambysea #shorehambeach #financialadvisor #financialadvice #coronavirus #independantadvice #advisor #covid19 #shorehamlife

Newsletter May & June 2020 13/05/2020

Newsletter May & June 2020

Newsletter May & June 2020

https://issuu.com/jasonfinch3/docs/newsletter_may-june_20

Newsletter May & June 2020 Coronavirus - Impact on the Global Economy

Photos from Pebble Financial's post 21/04/2020

Pebbles on the beach #lockdown #beach #nhs #stayathome #savethenhs #heroes @ Shoreham-by-Sea

Photos from Pebble Financial's post 20/04/2020

All of us at Pebble Financial would like to say a very big THANKS to all staff at the NHS and ALL key workers. You are saving lives, keeping the country moving and we salute you all!

Timeline photos 20/04/2020

#lockdown #wewillbeback #workingfromhome #businessasusual #almost

Timeline photos 17/04/2020

Business as (almost) usual at Pebble IFS! #lockdown #workingfromhome #homeworkstation #fridaynight #stillworking

Will house prices rise or fall this year? 05/02/2020

Will house prices rise or fall this year?

What will happen to house prices this year?

https://www.bbc.co.uk/news/business-50852981

Will house prices rise or fall this year? Experts predict a short-lived burst of pent-up activity in the housing market - but not price rises.

Login • Instagram 29/01/2020

Login • Instagram

Follow us on instagram - https://www.instagram.com/pebblefinancial/

Login • Instagram Welcome back to Instagram. Sign in to check out what your friends, family & interests have been capturing & sharing around the world.

Timeline photos 29/01/2020

Our advisory service is provided without obligation. We always assess the widest possible range of financial products to ensure the advice you receive is best suited to your needs. Call us today to arrange a no-obligation meeting at our expense: 01273 525080 or email [email protected] #finance #mortgage #shorehambysea #shorehambeach #mortgagebroker #isa #pension #investment #financialadvisor #financialplanning

Photos from Pebble Financial's post 21/01/2020

Meet our office dogs - Charlie & Coco 🐶 @ Pebble Financial

Photos from Pebble Financial's post 17/01/2020

Olivia Albon-Cary - Client Services Manager & Trainee Mortgage Adviser - Olivia manages our mortgage advice process and liaises with our clients and lenders. In addition to this, Olivia assists Nick Elliott with his investment and pension clients. Olivia is keen to become an adviser herself and is progressing towards her professional qualifications to do so. She joined our company in 2018 and is an extremely friendly, helpful and lively member of our team, you will find Olivia to be most helpful. Email: [email protected] @ Pebble Financial Olivia Albon-Cary

Photos from Pebble Financial's post 17/01/2020

Cathy Albon - Client Care Manager - Cathy is our Client Care Manager and provides support to our team of advisers. Having joined the company in 2017, Cathy is the latest to join our expanding operation and is extremely well experienced having been an adviser herself in previous years. Email: [email protected] @ Pebble Financial Cathy Albon

Photos from Pebble Financial's post 17/01/2020

Clare Burkett DipFA - Clare joined us in June 2013 as a Diploma qualified Paraplanner. Clare is extremely experienced as a qualified Financial Planner and has a vast amount of experience working within Financial Services having previously held a role as an Adviser herself. Clare supports our team of advisers with report writing, research and client care. Email: [email protected] @ Pebble Financial

Photos from Pebble Financial's post 17/01/2020

Austin Mowat CeMAP CEFA - Austin is our specialist Mortgage & Protection Adviser. As well as holding the full mortgage advice qualifications, Austin is also a part qualified Accountant. A true expert in his field. Email: [email protected] @ Pebble Financial

Photos from Pebble Financial's post 17/01/2020

Nick Lee DipFA MIFS - Nick is the most recent Adviser to join our expanding team having come from a Private Bank Wealth Management background. Nick is experienced and authorised in all aspects of financial planning and can advise on investments, pensions, protection and mortgages. Email: [email protected] @ Pebble Financial Nick Lee

Photos from Pebble Financial's post 17/01/2020

Nicholas Elliott DipPFS, CERTS CII (MP & ER) - Nick joined Pebble Financial in June 2012 as a fully authorised IFA with the advanced (DipPFS) qualification together with specialist Equity Release and Long Term Care Planning qualifications. Nick is fully authorised to advise on all aspects of your financial planning. Email: [email protected] @ Pebble Financial Nick Elliott

Photos from Pebble Financial's post 17/01/2020

Alistair Fitzgerald DipFA MIFS - Alistair joined our team in 2008 as an Independent Financial Adviser with full Financial Planning Certification, Mortgage and Equity Release qualifications. Alistair can advise you on all aspects of your financial planning. Email: [email protected] @ Pebble Financial Alistair Fitzgerald

Photos from Pebble Financial's post 17/01/2020

Riika Finch - Director of the business and has overall responsibility for all back office operations whilst developing both existing and new client relationships. Email: [email protected] @ Pebble Financial Riika Finch

Photos from Pebble Financial's post 17/01/2020

Jason Finch DipFA MIFS CERTS CII (MP & ER) - Jason, Managing Director and Independent Financial Adviser has been employed in financial services since 1988 and founded Pebble Independent Financial Services Ltd in 2006. Jason holds the qualification to advise on Equity Release Lifetime mortgages and can therefore advise you on all aspects of your financial planning. Email: [email protected] Jason Finch

Timeline photos 16/01/2020

Do you need a mortgage?

We are qualified to give complete and unbiased advice on all types of mortgages and remortgages including Buy to Let and Commercial Finance.

* INDEPENDENT - we recommend mortgages from all lenders on a whole of market basis. This includes those not available on the high street.

* EXPERIENCED - we have advisers who have been arranging mortgages since 1995 and have experience in every possible situation and circumstance.

* EXPERTISE - with a complete understanding and knowledge of the entire marketplace you will benefit from a true one stop approach.

* PERSONAL ADVICE - we understand that every client is unique. Our advice is tailored to your circumstances and requirements.

(Your home may be repossessed if you do not keep up repayments on your mortgage or any over loan you have secured on it) Call us now on 01273 525080. #finace #financialtimes #vitalityhealth #vitality #pension #investment #property #mortgage #mortgagebroker

Leading Sussex based Independent Financial Advisers

Pebble Financial are a team of professional and friendly Independent Financial Advisers to the people of Sussex. We will help you optimise and manage your finances. Contact us today for a free financial review.

Videos (show all)

The Importance of Business Protection
Business Protection
How to manage your finances through the current economic crisis
Managing your finances through the current economic crisis
The Importance of Asset Allocation and Diversification in Everyday Investing
How Income Drawdown Works
How to Optimise Returns on your Pension Plans
The Benefit of Independent Financial Advice

Telephone

Address


136 Beach Green
Shoreham
BN43 5YA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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