Meet the people

Ion is a Fellow of the Chartered Insurance Institute (CII) and a Chartered Financial Planner. Since 1991 he has specialised in investment, retirement and estate planning. He is a keen cyclist, occasional triathlete and collector of Northern Soul records. He is also an avid supporter of a football club whose name cannot be mentioned.

Tim has been with us since 2007 and has also achieved chartered status and fellowship of the CII. Tim is an expert in investment and retirement planning. Aside from his job, Tim loves to travel. In fact, we often quip that he can visit several countries in the time that it takes most of us to visit the supermarket.

Theo started his financial services career in Banking. He then progressed to private wealth management, putting his experience to use in financial services administration. In his spare time, Theo enjoys a good chess game. Unlike his colleagues, Theo supports Brighton and Hove Albion.

Martin has a diploma in financial services and is a Fellow of the Institute of Actuaries and joined us after 30 years experience with one of the UK’s largest financial institutions. Martin is an Ipswich Town fan and also graces the tennis courts at Hove Park. He likes to put his knowledge of risk to good use and follows horse racing at local tracks.

Danielle has worked within the Financial Services sector for over 20 years. She is highly organised and loves looking after our clients. Away from work, she likes nothing more than a long sunny seafront run and spending quality time with her family. With two football mad children her weekends are filled with football, and she also supports Brighton and Hove Albion.

Ceri joined us with over 15 years’ experience helping the clients of one of the UK’s largest financial institutions. Ceri bucks the trend at Roxboro and is not an avid football fan but has been known to support Wales in international matches! She is at her happiest gardening and baking, which is great as we all like cake. Ceri also enjoys painting and spending time with her two grown up daughters.

Orla and Bo are our resident mini Dachshunds. They have various roles that include being cute, warding off delivery drivers and keeping the rest of us in a good mood