Aligned Wealth Financial Planning is a financial planning firm based in Haywards Heath, with a Chartered Financial Planner serving clients in Sussex, Surrey, Kent and beyond.

We specialise in Pensions & Retirement planning, Investment strategies, Inheritance tax planning and Protection ensuring every plan is aligned to your individual circumstances and goals.

Pensions & Retirement Planning 
Accumulation - We will review your existing pensions and contributions and build a tax efficient strategy which is aligned to your retirement aims and objectives.

At-Retirement Advice - Reaching retirement is a major milestone and deciding how to turn your pension savings into a secure and lasting income can be a challenge. At-retirement advice gives you clear guidance on your options – whether that’s taking a tax-free lump sum, choosing a guaranteed annuity, setting up flexible drawdown, or blending different approaches. We will ensure our advice is aligned with your goals at and throughout retirement in a tax efficient manner.

Investment Strategies – Make your money work for you with professional investment advice combined with a tax efficient approach to help you grow, preserve, or generate an income from your wealth, aligned to your investment needs.

Inheritance Tax Planning – Protect your family’s legacy by minimising Inheritance tax liabilities and ensuring your plans are aligned to your family’s situation.

Protection – Ensure you and your family are safeguarded against loss of earnings due to ill health, accident or worse. We will arrange protection plans aligned to your personal circumstances which will financially protect you and your family.

Our aim is simple: to be a trusted financial partner, whether you are building wealth, preparing for retirement, or safeguarding your family’s future.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Approver Quilter Financial Services September 2025.

Aligned Wealth Financial Planning

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