Independent Financial Advisor
After leaving the RAF in 2006, Paul graduated into finance with Countrywide Financial Services & Barclays Wealth. He gained numerous awards for service and rose to the top 3 advisers in the country with Barclays Bank. With an equivalent level 5 in investment planning, Paul exceeds the current required FCA qualifications for investment advice.
Away from the office, Paul has a keen interest in personal investments, business and cars, often combining them all. With three daughters, Paul also enjoys battles to get to the bathroom and has become an expert at waiting to leave the house.
Independent Financial Advisor
David’s 18 years’ worth of experience as a fully qualified financial advisor have allowed him to develop a certain sense of empathy for his clients and their financial needs. David prides himself in his ability to break down and explain complicated financial strategies in easy to comprehend recommendations, allowing his clients to make more informed and appropriate decisions.
Outside of the office, David is very much family orientated, being happily married to his wife, Susan, and a proud father of two sons. David also enjoys trying to play golf, running, and spending time with family and friends.
Maria started her working life with a 10 year stint in one of the country’s largest corporate real estate firms where she was consistently amongst the firm's top performers in the UK. She joined Complete Financial Planning in July 2014, taking the plunge into financial services and has now been responsible for assisting over 200 clients in obtaining mortgages and protection policies.
Maria is a passionate sports fan and, along with her husband, is perhaps over enthusiastic when supporting her beloved Sussex Sharks and the England teams in both Cricket & Rugby. She also enjoys musicals, films (primarily Disney) and experimenting with different cuisines.
Admin assistant - Mortgages and protection
In her schooling years, Caroline gained experience as a multi award winner with the East Sussex Young Partnership program. Caroline went on to graduate in finance and in 2016 won a place on the Complete Financial Planning apprenticeship program. She took to the program and subsequently holds a permanent position within the firm focusing on mortgages and protection. Caroline enjoys finishing a book from her ever-expanding reading list. She is also well known in the online gaming community having attended multiple world championships, although she has never disclosed her gamer tag to the office.
Admin assistant - Trainee advisor, Investments and pensions
Elliot left college opting to start his career on the financial services ladder rather than pursuing a diploma at university. On applying as a trainee, Elliot rose above the tough and numerous competition to be selected for his current role within the firm. Elliot now undertakes administration support for David & Paul whilst undertaking the long road to becoming a qualified advisor. Outside of work, Elliot has a very active lifestyle competing in sporting competitions in and around his home town of Bexhill, requiring daily protein portions of chicken and rice that according to him "never gets boring".
Since leaving school, Holly has utilised her natural organisation and people skills to undertake top administration roles for blue chip companies. Complete Financial Planning however managed to enlist her and now enjoys the use of her extensive experience locally.
Growing up as an Eastbournian, Holly has lived in many places around the world including Germany and Cyprus. She has 3 children and enjoys spending time with them and her partner. She likes nothing more than a walk along Beachy Head followed by a Sunday lunch.
Complete Financial Planning managed to pluck Judy from her previously comfortable retirement to utilise her skills in the company garden and office. In addition to bringing maturity to the office, having spent her working life in the travel industry, Judy also brings her international vibe. Judy grew up in South London in the 60’s and claims to remember all of it. At home she enjoys quilting, charity work and has a vibrant social life.