Our Financial Experts
All of our financial experts have extensive experience within their relevant service area:
Stephen has advised on all aspects of financial planning for the past 30 years, helping individuals and businesses make the most of their money and achieve their financial goals. With specialist taxation qualifications and extensive knowledge of the Stock Market, Stephen finds financial solutions for clients which are practical and commercial, whether that is relating to accountancy investments including property, or pensions and retirement planning.
Sue has been an integral part of the Antrams Financial Services team for the last 10 years, having worked in the financial services industry for the past 16 years. Sue has significant experience in wealth management, and has established a reputation for offering a friendly and efficient service assisting clients with investment growth, income & estate planning. Her knowledge also extends to retirement planning and protection.
An established member of the team of Financial Advisers at Antrams, Stephen has over 20 years experience in what is now often called Wealth Management. Advising on individual’s personal wealth and helping clients to maximise returns for agreed levels of risk, whether within their pensions or privately held funds.
Trevor has been in the industry for 35 years. During this time he has assisted many people in planning for retirement and also ensuring they have sufficient income once in retirement. Many of his client’s needs are very diverse and for whom very individual solutions are sometimes required. Whilst a lot of his attention is spent in this area, it is very often the case that saving for retirement should start much earlier in life and here also is where Trevor spends much time assisting younger people begin the saving process ensuring that sufficient funds are available when required.
Trevor has worked in financial services for over 20 years and has a wealth of experience in dealing with clients from all walks of life and delivering advice in a clear, consistent and reliable way. He has always really enjoyed helping people plan their future from a financial perspective, as well as offering help, guidance and support in their financial arena.
Mat has worked in the Financial Services sector since 1988 and currently advises predominantly in the mortgage sector, covering all residential and commercial mortgage options. Mat focuses particularly on Buy-to-Let (and Let-to-Buy) loans, working with some clients who run substantial property portfolios.
Michael Hayward has recently joined Antrams Financial Services bringing with him over 25 years’ experience in Financial Services. Michael is a well-established Independent Financial Adviser, advising clients on investments, savings and retirement planning. Michael has considerable experience in working in particular with Public Sector clients having a good understanding of the challenges and opportunities faced within the public sector. Michael is also fluent in French.
Being a Chartered Financial Planner, Lester has the highest level of qualification in Financial Services and has gained the recognition of becoming a Fellow of the PFS after attaining a Pension Specialist qualification. Lester provides a sophisticated and comprehensive approach to Financial Planning which means that his personal and corporate clients’ needs and expectations are exceeded. CII qualified in equity release and funding care costs, Lester also specialises in advice to retired clients to help ensure a comfortable retirement both in the short and long term.
Adrian has been providing financial planning advice to his clients since 1999 following 10 years with NatWest Bank. Adrian has also recently attained a Pension Specialist qualification to enhance his considerable experience in financial planning, and this together with his years at NatWest allows him to take a holistic view of his client’s requirements when giving advice. Adrian’s philosophy is to build long lasting relationships with his clients to guide them through their financial lifetime.
Based in Worthing, Mark’s ethos is to help his clients understand their key life stages, dreams and aspirations and the best possible way they can achieve them through the financial planning process. Mark is well respected in his field and specialises in advising companies with up to 350 employees, helping them implement, manage and maintain their Auto Enrolment Schemes.
With over 30 years in the financial services industry, Richard has excellent knowledge and insight in all areas of financial services. Richard helps his clients achieve their financial planning goals in a clear, concise manner and manages their expectations, advising on investments, pre and post retirement planning, protection and IHT planning. He enjoys building long lasting relationships with his clients.
Anna has over 25 years of experience in the financial services sector. Anna’s clients are generally retired and she provides a broad range of financial advice, in particular, on how to maximise investments, use tax allowances to their best advantage, preserve clients’ estates for the next generation and funding for continuing care fees.
Kate is a member of STEP, The Society of Trust & Estate Practitioners. She trained with BDO Stoy Hayward and specialised in trust accounts and taxation. Kate qualified in 2002 and was appointed a partner in Antrams Accountancy Services in the same year. She heads up the Small Business Unit and advises a range of smaller businesses and self-employed individuals.
Antrams Registered Auditors
Diane qualified with Haines Watts and shortly after moved to KPMG and was a manager within the Brighton and Gatwick office audit departments where she met Alison Henton. Diane moved to Antrams in 2001 and the team deals with owner managed businesses of various sizes. Diane also offers a full range of services for Office of Management and Budgets (OMBs) – budgets, cash flows forecasts on top of accounts and corporation tax and self-assessment returns.
Alison qualified as a Chartered Accountant with KPMG, and spent time in audit and corporate finance in the Brighton and Gatwick offices. After moving to Antrams in 1997, Alison runs Antrams Registered Auditors with Diane Brown. As an audit and accounts partner Alison is responsible for the preparation and delivery of year end financial information, corporate and personal tax returns in a proactive, timely and efficient manner.
After training and qualifying as a Chartered Accountant and Chartered Tax Adviser with KPMG, Tracey spent over 20 years working in their London and Sussex offices and then joined with Stephen Antram to provide specialist advisory and taxation services to clients of the wider Antrams group.Tracey works with clients on taxation projects, including capital gains and inheritance planning, start-ups, acquisitions and disposals of businesses and general advisory, employee share schemes and overseas tax matters.