Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Initially as an adviser, having spent time in training, product development, marketing and ultimately as a senior manager responsible for a large region from Devon to East Anglia of financial advisers based in the South East of England for a large well known life office.
Karl was a fellow of the Life Insurance Association by diploma and has held various positions, including Chairman of the Management Development Association for Sussex and Surrey.
He was a founder member of the Society of Financial Advisers, for which he was an Associate and was Regional Coordinator for the South of England for several years. The Society of Financial Advisers was the financial services arm of the Chartered Insurance Institute, now the Personal Finance Society of which he is a fellow (FPFS) and in December 2005 he became a Chartered Financial Planner. He has also chaired the Institute of Financial Planning's Kent and Sussex region and is a qualified member holding the Certified Financial Planner qualification, which is an internationally recognised qualification and acknowledged as the pinnacle of financial planning and advice within the profession. Karl has spent, over the years, a considerable amount of time training within the profession and was involved in the Chartered Insurance Institute putting together the questions for the industry benchmark examination (The Financial Planning Certificate) and was heavily involved in the syllabus of H15 (Supervision and Sales Management) advanced module.
Karl is a holder of the Chartered Institute of Bankers Advanced Certificate in Mortgage advice and Practice and as such is a Certified Mortgage Specialist. In addition he holds the Certificate in Regulated Equity Release and is actively involved in Long Term Care planning. He is also a qualified member of the Chartered Institute of Marketing and holds Chartered Marketer status.In January 2011 he was awarded Chartered Manager status. Karl has considerable experience in external assessment and verifier work and has worked with a considerable number of public and private sector organisations where he has developed wide and varied management experience. He holds an MSc marketing Degree course at Leicester University (2003). He was instrumental in obtaining Chartered Status for the Firm ( June 2007).
In September 2008 Standards International certified Karl to the ISO 22222 Personal Financial Planning standard. Standards International is accredited by UKAS. The ISO 22222 standard provides an internationally agreed benchmark for personal financial services. Achieving the standard demonstrates a recognised level of competence and ethical behaviour, giving consumers confidence in the service they provide. He has also completed the Chartered Insurance Institute ISO 22222 assessors’ course.
In addition he now sits on The National Skills Academy – Financial Services South East Employer Board and has now been appointed its Chairman. Karl is also a Director and Trustee on the National Board for the National Skills Academy - Financial Services. The National Skills Academy was established by the Financial Services Skills Council in late 2006. The Financial Services Skills Council is an independent, employer-led organisation, established in 2004 to provide strategic leadership for education, training and skills development for financial services, and more recently accountancy and finance across the UK. Karl was involved in the working group for the Financial Services Skills Council to review National Occupational Standards (NOS) for providing Financial Advice.Karl is also a member of Resolution.
Mark deals with a number of the compliance issues within the firm as well as the financial management and risk controls within the firm and provides clients with advice in relation to self assessment and small business accounts.
Mark was appointed a Director of the company at the beginning of 2008.
Robert has worked for a leading UK bank as a private banking manager and brings with him a vast knowledge across many differing industries where he has tailored financial planning solutions for each of his clients to meet their individual needs.
Robert believes that the most important aspect of assisting his clients is the ability to listen to and understand their requirements to help them build on these aspirations, through cultivating long standing working relationships to advise them of the options available to achieve their objectives.
In an ever evolving world of financial planning keeping up to date with changes is paramount in assisting clients in managing their corporate and personal wealth to meet their goals, whatever they may be.
Steve has arranged a considerable number of mortgages over the years and related insurances and has a very detailed knowledge of the mortgage market. Steve is based in Hastings and looks after offices in Battle and Rye, working alongside a leading independently owned Estate Agent, Rush Witt & Wilson.
Steve holds the Financial Planning Certificate, the Certificate in Mortgage Advice and Practice, the Certificate in Regulated Equity Release, and the Certificate in Regulated Customer Care.
He specialises in guiding first time buyers through the maze of the mortgage market ensuring that they fully understand one of the most important purchases of their lives. Their very first home together. Making the whole process as painless as possible.
He has further more helped many of his clients to go on and build rental property portfolios with the view to a prosperous and enjoyable retirement.
Clive's aim is simple. To find you the best mortgage for your needs and to then make the whole process as smooth and trouble free as possible.
Thereafter Jo moved to the Co-operative Insurance Society carrying out similar work.Jo is involved in dealing with the client database, dealing with day to day administration as well as providing Illustrations for General Insurance and supporting the Admin Function in the progression of client cases.
Jo completed her Certificate In Regulated Insurance in December 2008,her Certificate in Mortgage Advice and Practice in July 2009 her level 3 qualification Introduction to Securities and Investments in February 2013,FA2 Pension Administration in 2014 and CF8 Long Term in 2015. Jo is an Affiliate Member of the Chartered Institute of Securities and Investments.
Beginning his financial services career as a protection adviser, Dan specialised in products such as Life Insurance, Income Protection and Business protection policies. He has now successfully obtained the CeMAP qualification before joining us and is now focusing on progressing his mortgage knowledge within the mortgage industry. Dan is also working towards his Diploma in Financial planning. With already achieving success in passing the ‘Financial Protection’ module, he is now working towards the same success in the ‘Pensions and Retirement Planning’ exam.
(Ben was on holiday when the group photograph was taken)