Welcome to Christmas Financial Planners

Christmas Financial Planners is a Financial Advisory firm based in Burgess Hill primarily covering Kent & Sussex. Some clients were previously looked after by Christmas Insurance Brokers and others by Wealden Insurance Services.

Following a review of our business we have decided that from 3rd January 2018 we will no longer advise on Structured Capital at Risk Products and can therefore no longer be described as offering full independent advice, instead we will offer Restricted Advice. This means we will continue to advise on all the other key financial areas as set out by our regulator the Financial Conduct Authority (FCA) and will do so based on a fair analysis of the market.

We specialise in the following areas:

Personal

Long Term Financial Planning
Saving for Retirement
At Retirement Advice
Life, Critical Illness & Income Protection
Investment Advice

The value of your investment can go down as well as up and you may get back less than you have invested.

Business

Business Succession Planning
Keyperson Protection
Auto Enrolment and Pension Advice
Employee Benefits

Contact

1 Oak House, Woodlands Court
Albert Drive
Burgess Hill
West Sussex
RH15 9TN

Tel: 01444 848398
Fax: 01444 848426