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About us

Established in 2012, we are a family run business serving clients in Sussex, Kent, Surrey, Hampshire and London.

Our aim is to get to know our clients so that we can provide them with the best advice to meet their aims, needs and objectives.

With over 40 years’ experience within the team in Financial Services we provide quality, professional and honest advice to all our clients.

Matt Harman - Managing Director

I left school in 1995 and went to the local College in Eastbourne where I completed a three year GNVQ in Business Studies. After leaving college I worked in the Banking Industry for Barclays and Nationwide.

In 2000 I changed my career but I have returned to the financial services industry after passing my CeMAP exams in June 2015 and I have been working in the family business ever since. My dad Steve Harman, the previous managing director has now retired but still acts as a consultant in the business.

I am a keen golfer and I also play cricket for a local club.

Support Staff

The team consists of our wives Wendy and Sarah who provide the back office support. They also ensure the smooth progression of applications and any administration requirements.