Who we are

Mark Smith

Partner

Mark began his career in Banking and made the transition to become a Financial Planner over 30 years ago. He has worked with Simpsons since 1995 and has been an owner in the business since 2008. Mark’s passion is to help his clients plan for their financial future so that they can live their best life. Mark loves to travel and enjoys visiting Salzburg, his favourite European destination.

Thomas Minter

Financial Planner

Thomas joined Simpsons in 2012 as a Paraplanner and now works as a Financial Planner. He completed his Diploma in Regulated Financial Planning in 2015 and his Advanced Diploma in 2020. Thomas has built many close relationships with our clients and enjoys providing additional support to Robert and Mark. Thomas takes great pleasure in bringing together the many complicated aspects of financial planning to construct simple and effective client solutions. Thomas is a keen chess player and likes to spend his spare time studying the games of past great players. His favourites among them are Tarrasch, Capablanca and Larsen

Bernize Gregory

Paraplanner

Bernize joined Simpsons in 2018 as a Paraplanner, providing support to Mark and Robert. She recently moved to Eastbourne after living in South Africa and Namibia. Bernize has been working in the financial services profession for more than 10 years and has a wealth of experience, both in the UK and abroad. She has recently finished her Bachelor of Commerce degree in Financial Planning with Milpark Education Cape Town and is also studying towards her DipPFS through the Chartered Insurance Institute. She aspires to become a Chartered Financial Planner in the next few years. Once she has qualified, Bernize will become the first female financial planner at Simpsons. Bernize loves her current role as a Paraplanner and enjoys being part of the advice process and helping to create our financial plans. Bernize is a keen gardener and having grown up in Africa, loves the outdoors, a good “braai” and (all) animals.

Cathy May

Client Relationship Manager

Cathy joined Simpsons in June 1998 after a successful career in the Britannia Building Society. Cathy works as a Client Relationship Manager and enjoys being the first point of contact for our clients and providing them with assistance and support.

Cathy is well known for her excellent culinary skills and probably makes the best cakes in the South of England! She is also Grandma to a beautiful, cheeky one year old Grandson.

Debbie Smith

Administrator

Debbie joined Simpsons in 2000, initially as a part-time receptionist. Debbie previously worked on the reception desk of a local newspaper dealing with general enquiries and selling advertising space. Debbie has been able to take on many different roles at Simpsons and is currently our Administration Assistant based on reception. Debbie has worked with the majority of her colleagues for the duration of her time with Simpsons and has enjoyed getting to know everyone, as well as our clients, very well over the years.

Debbie is married with two children and they are all Tottenham Hotspur supporters! Debbie also enjoys watching many other sports, especially Tennis, and going to the Theatre.