Financial Adviser in Haywards Heath
We are extremely privileged to be able to call Haywards Heath our home, right in the heart of Sussex.
Dan has been looking after clients, many of which were previously clients of a Haywards Heath based financial adviser, for many years. Having previously lived in Surrey, Southampton, and Balham, Dan and his family moved to Mid Sussex in 2024. With landmarks and amenities in Gatwick, Hassocks, Ardingly, and of course, Haywards Heath - Burgess Hill was an obvious choice to put down roots.
Common Questions
Where is Wilfredson's based, and which areas do you cover?
We are based in Haywards Heath, West Sussex, and we work with families across Sussex and the wider South of England.
Most of our clients live within an hour of us, around Haywards Heath, , Hassocks, Lindfield, Cuckfield, Burgess Hill, Hurstpierpoint and East Grinstead. We also look after people in Brighton, Crawley, Horsham and further afield as far as North London, because plenty of our work happens by video now and geography matters less than it used to.
We certainly believe in the power of meeting face to face, particularly for a first meeting. Whilst we don't have permanent physical offices, we do have access to a shared working space in Haywards Heath, and we are happy to travel to meet you at your home or business premises.
Do we have to meet in person?
No. Some clients we see face to face every time, some we have only ever met on a screen, and most sit somewhere in between.
First meetings often work better in person because we are both deciding whether we see the potential to work together for a long time, and that is easier to judge in a room. After that, do whatever suits your diary.
What kind of clients do you work with?
Mostly business owners with families, and people approaching or already in retirement. What they have in common is that their finances aren't organised and they have no idea whether they are doing enough to live the best life possible.
A business owner with money sitting in the company, a pension they have not looked at since 2011 and two children heading for university is a fairly typical starting point for us, but we've helped far simpler and far more complex cases either side. The best starting point is to reach out for a conversation.
We are a small, family-run business ourselves, so we understand how you work, and we're intentionally staying small so that we can delivery incredible value to every family we serve.
How many clients do you look after?
A deliberately limited number of 100 families.
We cap it because ongoing advice only means anything if we can actually pick up the phone when something changes in your life, and that stops being possible past a certain point. Limiting to 100 means that a typical working year will allow for 165 hours available for every household. More than enough to deliver the value we feel you deserve.
Looking for an adviser in Haywards Heath?
Wilfredson’s was created to help people live life on their own terms, while improving financial literacy in the community.
If that resonates, we’d love to hear from you.
