Our People

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 of each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

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Tony Adams, Owner/Financial Planner
Tel. 03303 530025
Tony joined the financial services industry with Barclays in 1990, after 13 years with the Inland Revenue and HM Customs and Excise. His career spans periods with J Rothschilds, Lighthouse Group and The Legal Brokerage. Tony is also a business mentor for The Prince's Trust.
Tony's main focus these days is on working with his clients primarily across the South of England. He believes that financial advice should not be solely the preserve of the wealthy but available to all who need it or want it, at an affordable cost.
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Steve Murphy, Financial Planner
Tel. 03303 5300025
Steve has been in the Financial Services Industry for 20 years with companies such as Lincoln, St James's Place and now Touchstone.
Steve is proud to have many long term clients, some who have been with him for all his career. Most of his clients have been referrals from existing satisfied clients who have been pleased with his service and happy to refer him.
His advice covers all areas of financial planning from Mortgages and Protection to pensions, Savings, Will and Tax planning.
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Simon Smith , Financial Planner
Tel. 03303 530025
Simon has been in Financial Services Industry since 1992, initially with Legal & General specialising in Pensions and Investments.
In 1995 he switched his focus to Mortgage arrangement and Protection, remaining in this field until 2007, when he became an Independent Financial Adviser, returning mainly to his Pension and Investment roots, but remaining active in the Mortgage and Protection arenas.
In 2012 he achieved Diploma status and now provides financial advice covering all aspects of his clients financial needs including Wills and Trust arrangements. He now works almost exclusively through referrals from his existing clients and their friends, colleagues and family members.
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Martin Wood , Client Manager
Tel. 03303 530025
Martin has over 20 years experience in financial services having previously worked for various blue chip insurance companies including Prudential, Standard Life and Royal Sun Alliance. In 2002 he set up his own mortgage broking business dealing with all types of funding including residential, buy to let, commercial and overseas mortgages. Martin is based in East Sussex and he fully supports the FCA principles of treating customers fairly and offer a professional unbiased, confidential and consultative service.
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Jacqui Mansfield , Administrator
Tel. 03303 530025
Jacqui has worked in Financial Services since 1989 giving admin support to advisers. She initially worked for Allied Dunbar for 10 years and then supporting her partner in his own Financial Practice until he retired in 2011. Jacqui has run her own business supporting different advisers and has been supporting Philip Halls with his business since 2011.
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Pam Clunie , PA to Tony Adams
Tel. 03303 530025
Pam has worked in Financial Services for over 25 years for both Insurance Companies and independent Financial Advisers including 16 year at AEGON.
She joined Touchstone Sussex in 2014 and primarily support Tony in managing his portfolio of new and existing business in all areas of financial planning specialising in pensions and investments . Pam also provide administrative support to our advisory team and also responsible for general office duties.

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Clare Mann, Client Manager
Tel. 03303 530025
Clare has been in Financial Services since 1988 and worked for Legal & General for 13 years. She qualified as an adviser with them in 1998 assisting clients over the phone with advice surrounding pensions, investments, endowments and protection needs until 2002. In 2002 she decided that she preferred to help clients with their mortgage and protection needs and become a face to face adviser which she did for 8 years. After a brief break from Financial Services Clare joined AIG administering their travel insurance and then joined Touchstone in September 2015.
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 25/05/2018 at 01:16 PM