Passionate in what we do

Enjoying our work leads to excellence

Meet the Team

Our financial advisers

We've assembled a team of expert financial advisers who are committed to establishing long-term relationships with you and your family.

  • Lola is a Chartered Certified Accountant and fellow of ACCA. She worked in finance for 14 years before setting up her own practice in 2011 where she provides tax and accounting services to SME’s, charitable organisations and sole traders. Lola joined In Partnership in March 2023 as an adviser.

    Outside of work, Lola enjoys playing the piano, singing and spending time with her family.

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  • Dave has worked within the financial services industry since 1992. Before joining In Partnership in 2017 he was with AFH Wealth Management and Shape Financial both in an advisory role dealing with all aspects of financial advice for his clients.

    Dave has a keen interest in football, golf and cricket.

  • Kristian is a highly experienced Independent Financial Adviser and has more than 35 years within the Financial Services Industry having previously held Senior Management / Director Positions in the Industry. Kristian has been the adviser representative for the In Partnership Financial Adviser Investment Committee for the last seven years and is also a member of the Network Investment Committee.

    He loves spending time in the gym and travelling.

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  • James has been working in the property sector for the last 10 years. James specialises in working with first time buyers and landlords in understanding how to maximise their borrowing potential, using different strategies for each personal situation.

    In his free time, James enjoys walking his Labrador, playing a number of instruments, playing football and spending time with his young family.

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  • Brendan joined In Partnership in 2022 and has a lifetime of experience in the Financial Services arena . His previous roles have included management with L&G , estate agency support and 12 years as an IFA. He is currently concentrating his efforts on mortgages, life and protection.

    Brendan enjoys long walks, cooking and great wine.

  • Daniel has been practicing as an Independent Financial Adviser for over 25 years. His business is referral led and is proud to say many of his clients have become good friends.

    Daniel has represented In Partnership for the last 12 years.

    Away from the business, Daniel enjoys travelling, entertaining, reading and has a keen interest in following Arsenal football club.

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  • Nathan has been working in the finance industry since 2018. He has provided advice on Pensions and Investments, as well as Mortgages and Protection. In the summer of 2022, he joined In Partnership with long-term objectives in mind. He quickly began to build client relationships and is looking forward to developing long-term client connections.

    In his spare time, he likes to go to the gym and socialise.

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  • Stephen has over 35 years’ experience in the financial services industry. He is a fully qualified independent financial adviser and was responsible for setting up and establishing Stevens Financial Services as a leading firm of independent financial advisers back in 1988.

    Although Steve is now in his early 60s, he has no intention of retiring and is relishing the opportunity within In Partnership Financial Advisers of continuing to work with his client bank and hopefully, assisting them with their financial affairs using his wealth of experience within the industry.

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  • David has been advising business owners, trustees and private individuals for over 20 years. David can help with specific planning objectives, such as pension planning and consolidation, and he can help clients to formulate what ‘enough’ means for them and help them move towards ‘enough’.

    David enjoys Latin and Ballroom dancing and has appeared briefly on ‘Strictly’

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  • Andy is a highly experienced Independent Financial Adviser, and has more than 30 years experience with the Financial Services Industry. Andy has chaired the In Partnership Adviser’s Investment Committee for the last seven years and been responsible for the implementation of the Models Investment Strategy.

    Andy is a keen and competitive golf player.

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  • Karl has worked in financial services since 2003. Prior to joining In Partnership, he worked in bank assurance before moving to a small IFA firm in 2020.

    He provides advice on Pension and Investment as well as Mortgage and Protection, along with later life lending.

    In his spare time, he enjoys watching rugby, cooking and watching films.

  • Ben is a Chartered Financial Planner and Fellow of the Personal Finance Society. He has a Batchelor of Arts degree in Spanish and Management Studies from University College London, which is consistently ranked as one of the top ten universities in the world. His role is to provide independent and holistic financial advice, with a particular focus on pensions and investments.

    Outside of work, Ben enjoys travelling, country walks, and going to the gym.

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  • Ian provides holistic advice on retirement and investment planning, mortgages and protection.

    He enjoys building long standing relationships with his clients and their families, helping them to plan for their financial futures.

    He loves spending time with his 2 children and participating in many sports, being particularly passionate about Kickboxing and Tae Kwon Do, holidays, golf and has a keen interest in football.

  • Ben (DipFA CeMap AIPW) has been with In Partnership for 10 years now and a Financial Adviser for over 20 years. Ben considers himself a Financial All-rounder with experience in all areas of financial planning with clients ranging from those starting out their financial journey to those in retirement and start-up businesses to well established Limited Companies.

    Away from the office, Ben is a bit of a sport addict, loving his football, rugby, golf and coaching cricket in Horsham’s junior teams.

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  • Following a degree in biological sciences, Hamish worked within major organisations in an internal audit function, before moving into financial services in 1993. In addition to mainstream areas of advice, he has specialist qualifications in later life lending and financial planning for long-term care.

    Outside work, his interests include choral singing and the countryside, where he is a keen hill walker.

  • Garry joined In Partnership in 2007 initially as a mortgage and protection adviser then progressed to Financial Adviser soon after, before this his employment was in the oil sector management with BP. The financial adviser role involves finding solutions to all types of client’s financial needs, making clients feel part of the In Partnership family and processes along the way.

    Away from the office, Garry enjoys holidays, golf and has a keen interest in football.

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  • Geoff has over 35 years’ experience in Financial Services. He was one of the first to qualify as a Chartered Financial Planner and subsequently become a Fellow of the Chartered Insurance Institute – receiving the HJ Greening Prize in recognition of his achievements. Prior to becoming an IFA in 2001, he held senior management positions in the Life & Pensions sector. He is a pension transfer specialist and predominantly focuses his efforts on helping clients navigate the pathway to achieve and sustain their retirement goals.

    He enjoys spending time with his family and maintains a broad interest in sport, particularly non-league football where he was involved in many Sussex clubs.

  • Having graduated in 2010 with First Class Hons in Finance, Jonathan started his career in London with Barclays before spending six years at Octopus Investments. He held management roles across their new business, product development and operational functions, and was integral to the company’s growth during this time. More recently he worked for Standard Life’s wealth advisory arm, attaining Chartered Financial Planner status. He advises across a broad range of areas and is motivated to helping clients achieve their financial goals.

    He a keen sportsperson, having competed in numerous national swimming championships and more recently the Royal Windsor Triathlon.

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  • Nick became an independent financial adviser in 1980, a position he has constantly maintained for the last 40+ years offering qualified advice with exceptional service. His wife Claire has provided back office support for the last 30 years and together they are a formidable team.

    Away from the office Nick is a keen cyclist, he also has 4 young grand-daughters which keeps him busy! He is an enthusiastic and experienced mentor to his daughter who runs a successful performing arts school and his son who is a professional jazz musician and a successful internet entrepreneur.

  • Tom has had a career in financial services since 2016. His previous employers were Aviva and James Hay Partnership where he worked in technical support roles. Tom joined the In Partnership network as an adviser in the Summer of 2021 and now specialises in mortgages, equity release and protection advice.

    Tom is an avid Southampton FC fan and also enjoys Formula 1.

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  • Dom joined In Partnership in January 2022. Dom is an experienced IFA specialising in investments, pensions, insurances, mortgages and equity release planning. He helps his clients feel happy about their money, enabling them to achieve their personal goals through bespoke life planning and allocation of their funds in the right places, at the right times.

    Dom has a keen interest in sports and the arts and has a young family which certainly keeps him on his toes.

  • Philip has worked within the financial services industry since 2005. Prior to joining In Partnership, he worked for Halifax Bank, and Nationwide Building Society. Having worked in a variety of roles including management, most of his time has been spent providing financial advice to clients.

    Away from the office, Philip enjoys spending time with his wife and children. He has a keen interest in football, golf, and cycling.

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  • Richard has worked in the industry for 40 years. He has been an IFA for the last 22 years, working under the In partnership Financial Adviser umbrella for the last 7 years.

    Outside of work, Richard is a keen golfer and a big Chelsea fan. He is happily married with one son, who has now become a Professional Golfer himself.

  • Darren has worked within the financial services industry since 2004. Before joining In Partnership he was a Financial Adviser at Prudential, Santander and Halifax. Darren joined In Partnership in 2014 where he enjoys working with clients to construct and monitor tailored financial plans around their objectives.

    When he is not at work he enjoys tennis and football.

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  • David has worked in financial services since 1979 and was a Bank Manager with the TSB Bank. In 1991 he become a financial adviser and Group Sales Manager with Abbey Life until 1997, when he became an independent financial adviser.

    David has a keen interest in football, golf and rugby union.

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  • I began my career in customer service at John Lewis Partnership. Since then, I only ever wanted to be a financial adviser and am excited to be part of the In Partnership team. I have seen my dad ‘David Bowyer’ give much joy to his clients and I can’t wait to do the same.

    Outside of work, I enjoy football, golf, keeping fit , and motocross.

  • Ryan has been in the finance industry since 2008 and has been very successful in building long term relationships and helping clients achieve their goals.

    He specialises in higher-net-worth clients and specialist products. He also helps clients in protecting their wealth through wills and trusts.

    In his free time, he likes to travel, play golf, fly aircrafts, and spend time with his family.

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A life changing journey

Our aim is to develop a plan perfect to you.

To fulfil your goals and give you a life changing journey, we recognise it’s imperative that we understand fully what you expect, what your situation is, and what type of person you are. The advice is tailored with all this in mind, and with the knowledge and skillsets our team have, coupled with regular research within the industry, we build a plan perfect to you.