Para-Planning Team

Anthony joined the company in 2017 and holds the Chartered Insurance Institute’s Diploma in Financial Planning. He also holds advanced exams in Investment Planning and Retirement Planning and is working towards Chartered Financial Planner. Anthony has a Boarder Collie called Poppy who takes him on lovely walks when possible.

Kirsten joined the company in 2018 and holds the Chartered Insurance Institute’s Diploma in Financial Planning. In his spare time Kirsten likes to get out on the water as a Royal Yachting Dinghy Sailing Instructor. Kirsten also teaches at the local scout group. Finally Kirsten enjoys spending time with his family and walking their Cocker Spaniel Tilly.

Daniel Lyons joined the company in 2018 and is studying towards the Diploma in Financial Planning. Outside of the office is all about family, music and football. He is currently the manager of Hove Lyons FC and a Season ticket holder at the Amex.

Sarah Rumsey has been with the company since 2016 and has recently joined the Para-planning team. She has been busy passing exams over the last couple of years and now holds both the certificate and the Diploma in Financial Planning. In Sarah’s spare time she enjoys Paddleboarding.

Barney joined the company in 2022 directly into the Paraplanning team after obtaining a first class honours in his degree in Business Management and Entrepreneurship. He has also been busy taking exams with the Personal Finance Society and now holds the Diploma in Financial Planning.

Toby joined in 2022 and is on an Apprenticeship programme working towards completing his Diploma in Financial Planning.

Megan joined us in late 2022 and has the Diploma in Financial Planning. In her spare time she enjoys playing pool, reading and various outdoor activities with her labrador Hermione. She also runs various exercise classes around Southwest Sussex.

They are responsible for all the product and fund research and producing recommendations.