As the most experienced adviser Steve takes the lead in technical adviser training and development. He takes pride in ensuring clients have a clear understanding of their financial picture, how they will achieve their goals in life and, perhaps more importantly if things change we can be on hand to help in any way we can.
Steve is married with two teenage children, spending spare time with the family and their pet cockapoo, as well as regular football.
With over 15 years financial services experience Peter has a strong industry reputation following the rapid growth in previous businesses Simply Finance Group and Elite Financial, and more recently as Sales Director at John Charcol.
Peter has a non-advisory position within the Practice, and his strengths are in leadership, spotting growth opportunities and building professional connections.
A useful amateur footballer, Portsmouth fan and father of two Peter now lives in Portchester, Hampshire.
Ben's first job after leaving school was at Save & Prosper the unit trust specialists, before forming the Simply Finance Group in 2006 which was acquired by John Charcol in 2016 and he went on to work as Charcol's Marketing Director.
Like all the Directors at Firmitas, Ben enjoys a hands on role and specifically looks after Marketing and IT for the business. He has a non-advisory position within the Practice.
As a father of two he uses his limited spare time to follow West Ham FC and plenty of exercise, including hacking round golf courses.
Usually referred to as ‘Tef’ he has 14 years of financial services experience and has built up a wide range of knowledge and skills in that time. His early career was in protection and mortgage administration teams where his collaborative and engaging personality naturally led him to team leader and management roles.
More recently Tef has enjoyed success in a commercial business development role before joining Firmitas as Head of Operations to help lay the foundations for our rapidly expanding team.
Skilled footballer and Tottenham fan Tef enjoys spending his spare time with his wife and two young children.
Adam is a Mortgage Adviser with 15 years experience within the Financial Services sector. His key focus is providing clients with bespoke planning solutions to help them achieve their goals whilst always being on hand to guide them through the process every step of the way.
Adam has two children and is a lifelong Burnley supporter. An avid runner, he can often be found jogging up and down the trails of Hampshire’s New Forest.
After starting his career in financial services with a corporate banking role in 2004 Steve then moved into the mortgage advising sector. Since then Steve has developed his knowledge and experience in mortgage and protection advice and is now the lead mortgage lending expert for Firmitas.
Steve’s efficient and reliable approach to his many happy clients covers both residential and buy to let* mortgages and is especially adept at navigating the mortgage market to place even the most complex and difficult of mortgage applications. Steve is able to offer a comprehensive range of those mortgages that are made available to mortgage intermediaries.
Steve has recently become a father, but still finds a little time to keep fit and travel, often to watch Manchester United.
Michael has a strong background in financial services with over 10 years’ experience looking after families, small and medium size business owners, as well as corporate executives.
He is committed to ensuring that his industry knowledge remains relevant and places a strong emphasis on his personal development.
He enjoys most the part of the job that involves building and maintaining long-term trusted relationships with his clients, helping them to make the most of their wealth.
A self-confessed petrolhead and previously a successful powerlifter, Michael now spends most of his spare time with his two young kids having married his childhood sweetheart in Las Vegas!
Sarah’s clients warm to her friendly, trustworthy nature, coupled with her knowledgeable and technical approach. She has nine years' experience in the finance industry, including roles as a mortgage adviser and personal protection specialist. All of her expertise in these areas are regularly of use in her current role at Firmitas, as a holistic financial planner.
Sarah is a graduate of the St. James’s Place Academy in London. This intensive full time course included a rigorous training and development programme on pensions and investment planning and tailoring them to meet client needs.
In her spare time Sarah enjoys travelling, while the rest of the office enjoy Sarah’s cake baking skills!