Based in offices in Bexhill and Hastings, Spectrum Financial Services are a team of Independent Financial Advisers providing expert advice to clients from across the UK. Bespoke advice is designed to perfectly match the requirements of each client, whether personal or corporate. Scroll down and meet the whole team...
Terry Weston - Managing Director
Terry founded the business in 1988 and specialises in Self Administered Pension Arrangements and Inheritance Tax mitigation.
Sue Crouch, ATT TEP - Senior Manager
Sue is our personal taxation manager. With over 30 years relevant
experience she provides a friendly bespoke service covering both compliance
and planning issues for individuals and trusts.
Steve Opie – Senior Consultant
Steve has been in Financial Services for 35 years, having spent over 20 years as a senior bank manager. For the past 8 years he has specialised in mortgages and protection, and brings a wealth of experience to the team.
Graham Peters – Senior Consultant
Graham has worked in Financial Services for some 20 years. Whilst regarding himself as a General Practitioner he has an intimate knowledge of self invested pensions and business protection.
Lindsay Roff – Office Manager
Lindsay heads up the Spectrum administration team and ensures the smooth running of the back office systems.
Following the FSA's desire for everyone involved in financial services
to be appropriately qualified, Lindsay has fully embraced this concept &
has passed the Certificate in Financial Administration.
Julie Curtis – Administrator
Julie is a member of the administration team with a particular responsibility for ensuring that Spectrum’s data base is kept up to date.
Valerie Tagliaferro – Secretary/Receptionist
Val is most clients’ and contacts’ initial point of contact and is primarily responsible for Spectrum’s front of house.
Authorised & Regulated by the Financial Services Authority
