Meet The Team
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.
Equity Release will reduce the value of your estate and can affect your eligibility for means-tested benefits
The Financial Conduct Authority does not regulate Trusts, Tax Planning, Estate Planning and Will Writing.
His 28 years’ experience lends itself to focussing on his wide range of clients, primarily in the South of England. He believes that financial advice should not solely be the preserve of the wealthy but available to all who need it or want it, at an affordable cost.
Tony lives in Sussex and is married with 6 children and also loves going to the Amex to watch Brighton & Hove Albion.
He is a business mentor for the Prince’s Trust and Principal of Touchstone Financial Ltd.
Jeremy is married with two sons and is an avid Brighton & Hove Albion season ticket holder, as is the rest of his family, and loves R&B/soul and jazz music.
In 1995 he switched his focus to Mortgage arrangement and Protection, remaining in this field until 2007 when he became a Financial Adviser, returning to his Pension and Investment roots, but remaining very 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 Will and Trust arrangements. He now works almost exclusively through referrals from existing clients, their friends, colleagues and family members.
Simon has been married for 30 years, has two children and is a passionate SCUBA diver achieving Dive Master status in 2010.
After 18 years’ service, she took a break to raise her family and entered the world of education. In September ’17, she returned to financial services as Simon Smith’s personal assistant supporting him and his new and existing clients.
Marie has been married for 22 years, has two teenage children and lives in London.
Married with 4 children, in his spare time Bob likes taking his son to watch Rugby, loves walking his dog, Dexter and pops down the gym when he can.
He is proud to have many long-term clients, some of whom have been with him his entire career. Most of his clients are referrals from existing satisfied clients, who have pleased with his service and are happy to refer him.
Steve covers all financial planning needs, from Mortgages and protection to pensions, savings, Wills and Tax planning.
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