Financial Adviser ACSI in Sussex
As a Financial Conduct Authority registered adviser and a member of the Chartered Institute for Securities and Investments, I see how most people’s money could be doing more than they think, they’re just not aware of it. The first people I ever helped were my parents, and seeing how much it changed their financial outlook is what got me into this. Today, I do this so my clients have more money available to them, more time to enjoy it, and less stress around their finances.
My financial planning style is influenced by my background in engineering and project management at one of the world’s most reputable automotive manufacturers. I spent years simplifying complex engineering topics into clear, practical language, and that’s exactly how I approach finance. I focus on building plans that are structured properly, easy to understand, and tailored to you, so you can achieve your goals in a way you’re comfortable with.
I help you understand where you are now, what you want to achieve, and whether what you’re currently doing will get you there. From there, we put a clear plan in place, using what you have in the most effective way and giving you access to high-quality products where appropriate. As things change, we adapt the plan so you stay on track.
I live in Sussex but service clients up and down the country.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
I’ve always been a keen sports person and it’s played a big part in my life, although these days that’s moved more towards the gym and keeping myself fit. I grew up in Sussex and still live here today, while working with clients across the country. My areas of expertise include helping you build wealth, plan for retirement, create generational wealth and protect what matters most to you. With so much information now available around finance, it can feel overwhelming, and what I aim to provide is a single point of truth, someone you can rely on to take the pressure of managing your finances, so you can focus on what matters most to you.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 26 May 2026.
