Meet the team
Our team comes with a wealth of financial services experience along with their own individual specialties. With a company culture of support and progress, we are all working together to deliver the best for our clients and each other.
DipFA, CeMAP, CeRER
Named “The Young Entrepreneur” in 2014 by the Huffington Post, Thomas is a motivated industry disrupter. Experienced in multiple specialist markets including Financial Services, Real Estate, IT Recruitment and Digital Marketing.
Confident and a highly motivated person Thomas aims to achieve in all areas of life. He enjoys watching and keeping up to date with all sports as well as playing Polo, Football and Golf.
Dip PFS, MSWW, Cert SMP, Cert CII (MP & ER), Cert CII (Life & Pensions)
Having built experience, a dependable network of other professionals and a strong technical knowledge within the Financial Services and real estate market Adam has an ability to spot and create opportunities in all areas of business which have presented some very exciting projects to date.
In addition to his primary business pursuits Adam enjoys music, travel & winter sports. Away from the office Adam is grounded and very much a family man.
Cert CII (MP & ER)
Working in the financial services arena for over 30 years with most of this time spent as an Independent Financial Adviser.
With vast experience and knowledge surrounding commercial and development proposals Simons out of the box thinking enables him to provide solutions to some of the most complex funding requirements.
At home Simon is married with four children.
Office: East Grinstead
A specialist in his field of endeavour James is an experienced adviser who prides himself on his reputation with his clients. A staunch custodian of his clients best interests James has a reputation for delivering results beyond expectation.
As Partner of the East Grinstead office he supports our other specialists in branch to deliver his maxim of ‘do unto others as you would have them do unto you.
In his spare time James enjoys studying behavioural science, philosophy and is a practicing student in the art of pugilism. James is also the proud owner of our resident office dog Maximus Decimus Meridius who advocates his equally important philosophy of stoicism and family values.
As an experienced leader of people, Tony has worked through various positions in the financial services sector during the past 27 years, with the last 17 operating as Chief Executive Officer. Tony held CF3 position on the Financial Conduct Authority register between 2004 & 2011.
Specialising in Lending and investments Tony has successfully founded several start-ups taking them from origination through to Venture Capital funding and multi million pound turnover. Tony has a proven track record in negotiating and contracting with FTSE 100 companies and all areas of corporate management.
A successful and experienced Managing Director within the Financial Services industry with a proven track record in the area of investments, mortgages and protection products. Adrian has extensive knowledge of the Financial Services market which has been built up over the past 30 years and he has been recognised at various industry summits, conferences and award dinners.
Adrian was responsible for managing the build of a bespoke processing platform that allowed several of the UK’s leading mortgage lenders to outsource their pre-offer mortgage processing.
ACII Cert CII(MP & ER)
Helping people achieve their goals for the last 55 years, Maurice is a driving force within the financial services industry.
Maurice’s professional focus is giving advice on equity release products including lifetime mortgages, a much growing area of financial advice.
As a senior member of the company and his many years of advising people Maurice is a key asset to Sentry Advice and is often looked towards for advice on the processes of the business.
Working in the relocation industry Kevin has always had a keen interest in property and wanted to be more involved in the financial side of buying and selling homes. Being a part of a family business for many years he has first hand experience on the needs of self employed clients.
Outside of work Kevin is recently married and a keen golfer.
With a varied clientele across the board from retired clients in need of the estate planning advice, to first time buyers, Charlene is well placed to help with all types of financial enquiries. A particular strong point of Charlene’s is her friendly approach in speaking with clients and translating often complicated processes, which can at times seem daunting, in plain English.
Outside of work Charlene has strong family ties with her young children and enjoys family breaks and live music.
Office: East Grinstead
Sandra has been with Sentry Advice since its launch in 2001, when it was named Fordyce & Playle.
A consummate professional when it comes to the daily administration of the firm with an excellent eye for detail. With a thorough knowledge of the mortgage and protection markets Sandra has the ability to spot issues before they materialise and is able to process applications efficiently.
All the advisers at Sentry lean on Sandra’s dependability and she is the cornerstone of the firm.