Our people.
Good listeners. Clear Thinkers.
Straight Talking.
Our experience and natural curiosity feed our knowledge to help preserve your wealth. Expertise that distils the complexities and benefits of investment markets into transparent and straightforward conversations – jargon removed, clarity improved.
Peter is an avid cricket fan and can be found at various county grounds in the South East as he follows his club Hayes. He is an experienced investor with over forty years in fund management.
Mark grew up in Sussex and can be seen cycling the roads from Arundel to Rottingdean and kayaking off the coast of Rustington. He has worked in financial services for over thirty years, leading successful businesses within Zurich, F&C, SEI and Heartwood Investment Management.
Stephen frequently enjoys performances at the Theatre Royal. He’s also the founding member of the Pier team and has worked in wealth management for over thirty years.
David regularly swims off the coast of Hove. He’s worked in financial services for thirty years including fund governance for pension investments for Legal & General.
Tracey takes full advantage of walking the family dog on the South Downs near Ditchling Beacon. She trained and worked for a Big Four accountancy firm for over twenty years, followed by another twenty years in financial services operations and compliance.
Chris can be heard singing on the terraces of the Amex stadium. He has worked in financial services for the last ten years in various administration roles with pension providers and advice firms.
