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.
01444 245677 or 01273 328907
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.
Sharon Kenyon ACCA – Accountant
Sharon trained with BDO Binder Hamlyn and qualified in 1996. Following a successful career in industry, where she specialised in business support covering management accounts, performance measurement, budgeting and strategic planning, in 2008 Sharon became Finance Director of a local PLC, strengthening the business considerably and preparing it for a successful sale. During the sale she met Stephen Antram and since 2012 Sharon has provided external accounting and commercial support to a number of Antrams business clients, including year-end financial information, management accounts, budgets and cash flow forecasts.
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.