Paul has over 25 years of experience in the Financial services sector and has previously worked for some of the country’s leading providers including Standard Life & Old Mutual Wealth. He is particularly experienced in the pensions and investment arenas.  He is married with two children and is a long suffering Brighton & Hove Albion fan and very much enjoying their Premier League adventure

Paul has over 25 years of experience in the Financial services sector and has previously worked for some of the country’s leading providers including Standard Life & Old Mutual Wealth. He is particularly experienced in the pensions and investment arenas.

He is married with two children and is a long suffering Brighton & Hove Albion fan and very much enjoying their Premier League adventure

Adrian has over 15 years of experience working in the financial services sector along with several years as a business owner. He holds a BA (Hons) in management and finance together with an Institute of Financial Services level 4 diploma.  He is experienced at portfolio development, investment management and has an extensive knowledge of the investment; with a particular interest in both ethical and sustainable.

Adrian has over 15 years of experience working in the financial services sector along with several years as a business owner. He holds a BA (Hons) in management and finance together with an Institute of Financial Services level 4 diploma.

He is experienced at portfolio development, investment management and has an extensive knowledge of the investment; with a particular interest in both ethical and sustainable.

Alma oversees all aspects of the business so the advisers can focus on looking after our clients.  Starting her career in the industry with Legal & General in 2004, Alma has extensive knowledge in customer relations and management development. She has a love of learning and of teaching others to succeed.

Alma oversees all aspects of the business so the advisers can focus on looking after our clients.

Starting her career in the industry with Legal & General in 2004, Alma has extensive knowledge in customer relations and management development. She has a love of learning and of teaching others to succeed.

James has over 8 years of experience in the financial services sector and has worked for some of the UK’s leading providers, Old Mutual Wealth and Liverpool Victoria. He has built a strong knowledge of the Pensions and Investment landscape and uses this understanding to maximise financial planning opportunities for his clients.  As well as a strong understanding of Pensions and Financial Planning, James also holds a LLB (Hons) in Law and this coupled with his financial services experience, means that he has a key understanding of inheritance and trust planning issues.

James has over 8 years of experience in the financial services sector and has worked for some of the UK’s leading providers, Old Mutual Wealth and Liverpool Victoria. He has built a strong knowledge of the Pensions and Investment landscape and uses this understanding to maximise financial planning opportunities for his clients.

As well as a strong understanding of Pensions and Financial Planning, James also holds a LLB (Hons) in Law and this coupled with his financial services experience, means that he has a key understanding of inheritance and trust planning issues.

Stephen has over 15 years of experience working in financial services, over 10 of which as a financial adviser. He has helped hundreds of clients over the years achieve their financial planning objectives.  His main areas of expertise are retirement planning & investment management. He has excellent pension knowledge in particular on final salary pensions and tax mitigation.

Stephen has over 15 years of experience working in financial services, over 10 of which as a financial adviser. He has helped hundreds of clients over the years achieve their financial planning objectives.

His main areas of expertise are retirement planning & investment management. He has excellent pension knowledge in particular on final salary pensions and tax mitigation.