Meet the team

Lisa Jones

Fund Analyst

Horley

Mark Knight

Chartered Financial Planner

Chester

Clive Lister

Employee Benefits Manager

Hove

Clair Lythe

Chartered Financial Planner

Chester

Charlie Lloyd

Head of Investments

Hove

Mark Lloyd

Financial Adviser

Hove

Jessica Lyons

Financial Adviser

London

Andy Macguire

Chartered Financial Planner

London

Sam Martin

Financial Adviser

Hove

Nick Matthews

Chartered Financial Planner

Horley

Tom McConnell

Chartered Financial Planner

Petersfield

Patrick McIntosh

Chartered Financial Planner

Horley

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

23 Coleridge Street, Hove, East Sussex, BN3 5AB