
We are a team of financial advisers based in West Sussex who provide a truly tailored and professional financial planning service to individuals and companies in all aspects of the financial arena.
Client Testimonials
An attentive advice service that ensures your financial aspirations are met on target and on time
As Independent Financial Advisers (IFA) with over 60 years combined experience, we offer bespoke financial planning services to discerning clients. Put simply, we seek to develop strategies that exactly reflect what you want to achieve with your wealth, and review the plan regularly over time.
Our most fundamental objective is to place our clients into an informed position, thereby allowing them to make completely informed choices and to interrogate the most effective way to bring those requirements into reality.
Meet Our Team

ADAM MCCALLION
Director

KRIS GEISDORF
Head of Operations

DEREK BURSTON
Mortgage Specialist

TRACEY JOHNSTON
Head of Administration

ROGER
Senior Paraplanner
We love to talk. Speak to a Concierge Wealth Management adviser today.
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If you have a query, we are just an email away!
