Cranwell Wealth Solutions

Cranwell Wealth Solutions Limited is a financial planning and wealth management practice based in East Sussex, England. Established in 2012 by Stephen Palmer, the firm provides comprehensive and personalized financial advice to individuals and businesses across all life stages. With two conveniently located high street branches in Uckfield and Heathfield, Cranwell Wealth Solutions Limited offers an accessible and approachable approach to wealth management.

Our Approach to Financial Planning

Cranwell Wealth Solutions Limited takes a personalized and client-centered approach to financial planning. We believe in building long-term relationships with our clients and understanding their individual financial goals and concerns. Our process is based on the 7 Circles of Financial Planning, a comprehensive framework that allows us to identify your objectives and develop a cohesive and strategic plan to achieve them.

Our Services

We offer a wide range of services to meet your diverse financial needs, including:

• Wealth planning: Developing and implementing strategies to build, grow, protect, and preserve your wealth.
• Retirement planning: Planning for a secure and comfortable retirement.
• Investment management: Managing your investments to maximize growth and mitigate risk.
• Tax planning: Optimizing your tax situation and minimizing tax liabilities.
• Estate planning: Creating a comprehensive estate plan to protect your assets and ensure a smooth transition.

Who We Are

Cranwell Wealth Solutions Limited is a Partner Practice of St. James's Place Wealth Management plc, an authorized and regulated financial services firm. Our team consists of experienced and qualified professionals who are dedicated to providing personalized and responsive service to our clients. We believe in building lasting relationships and working in partnership with our clients to achieve their financial goals.