The plan is only as good as its people.
Advice is a relationship, not a transaction. These are the people you'll actually talk to, across Sussex, Surrey and Kent. The qualifications you'd expect, and the plain speaking you might not.
Top 100Financial Advisors 2025
4.4 Excellent on Trustpilot
Dedicated & highly qualified team of advisors
Mark Rockliffe
CEO
Patrick Theobalds
ASCI
Director and Chief Operating Officer
Russell Smith
Chartered Accountant (ACA)
Director & Chief Financial Officer
Keith Bonner
DipPFS
Director
Toby Lawson
Director and Head of Risk and Compliance
Jude Adams
Head of HR
Anna Burns
Head of Partnerships
Rachael Cowie
Executive Assistant
Michael Gough
Head of Marketing
Meena Ibrahim
AdvDipFA
Head of Advice
Sharon Kenyon
FCCA
Head of Finance
Kim Young
Head of Client Support
Sean Banks
APFS, Cert CII (MP & ER)
Financial Planning Manager
Seb Lewis
DipPFS, Cert CII (MP)
Financial Planning Manager
Mark Robinson
DipPFS
Financial Planning Manager
Daniel Watts
APFS
Financial Planning Manager and Head of Lifestyle Advice
Ben Walmsley
FPFS
Advice Proposition Manager
Peter Banks
DipFA, AwPETR, CertLTCP, CeMAP, CeRER
Financial Planner
Jamie Barnes
DipPFS
Financial Planner
Sue Beck
DipPFS
Financial planner
Chris Brookes
DipFA, CeFA
Financial Planner
David Brunning
DipPFS, STEP Affiliate, FCMI
Financial Planner
Andrew Burton
APFS
Chartered Financial Planner
Belinda Cooper
FPFS (DM)
Chartered Financial Planner
Jamie Clay
DipPFS, CeRER, CeMAP
Financial Planner
Paul Denyer
DipPFS
Financial Planner
Will Duff
DipPFS
Financial Planner
Matty Ebbelwhite
DipPFS
Financial Advisor
Hannah Ellerker
FPFS
Chartered Financial Planner
Mitchell Ford
DipPFS, Cert CII (FS)
Financial Planner
Sarah Funnell
CeMAP CeRER
Mortgage and Equity Release Advisor
Louis Goacher
AdvDipFA, CertLTCP, CeMAP, ALFBF
Chartered Financial Planner
Chris Graham
DipPFS, Cert (LTCI), Cert (MP & ER), Cert (DM), Cert (Securities)
Financial Planner
Paul Grennan
CeMap, CeRER
Principal Mortgage and Equity Release Advisor
Nick Holdcroft
DipPFS
Financial Planner
Duncan Mackay
FPFS
Chartered Financial Planner
Gill Marsh
AdvDipFA, DipFA, CertLTCP, MLIBF
Chartered Financial Planner
Jean Marshall
DipPFS
Financial Planner
Tom Mayhew
DipFA
Financial Advisor
Olivia Miller
CFP™, Chartered MCSI
Chartered Wealth Manager
Jo Penly
FPFS, Chartered FCSI (Financial Planning), CFPTM
Chartered Financial Planner
Richard Penrose
DipPFS, EFA, Cert CII (MP & ER), Cert SMP
Financial Advisor
Thom Reynolds
FPFS
Chartered Financial Planner
Paul Richardson
DipFA
Financial Planner
Louise Rooke
DipPFS
Financial Planner
Danny Rudden
DipPFS
Financial Advisor
Tyler Scrafton
DipPFS
Financial Advisor
Cassie Shaw
FPFS
Chartered Financial Planner
John Simmons
APFS
Chartered Financial Planner
Tess Simpson
APFS
Chartered Financial Planner
Andy Southgate
AwPETR, CertLTCP, Chartered ALFBF
Chartered Financial Planner
Alan Tulloch
DipFA, CeRER, CeMAP, MLIBF
Financial Planner
Poenie Van der Merwe
AwPETR, DipFA, MLIBF
Financial Planner
Karla Wells
DipPFS
Financial Planner
Jack Whitford
DipIA, ACSI
Financial Planner
Find the right person to talk to.
Tell us a little about your situation. One of our advisors will be in touch within one working day.
30 minutes, by phone, video or in person
No pitch. No pressure. No paperwork.
A real person, within one working day.
Top 100Financial Advisors 2025
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