Lodestone Financial Planning Ltd offer advice in all types of personal finance regardless of your stage in life. Whether you're looking to save for your first home, planning for retirement or ensuring you have efficient plans in place for inheritance planning.
Our advisers have all gained industry recognised qualifications and maintain their knowledge through ongoing training in order to ensure that they know how to best serve your requirements in the most effective manner.
Working as part of an award winning network, Openwork, we are fortunate enough to have the support, knowledge and training available to us to make sure that our clients are getting the best possible outcomes.
Located in Eastbourne, East Sussex, we have an office with nearby public parking free of charge as well as being located close to public transport links. Our office is equipped with private meeting rooms so that you can discuss your confidential matters in private.
Gareth Evans DipPFS
Director & Financial Planning Consultant
Gareth established Lodestone Financial Planning in 2012. He started his career in Financial Services in 2008 working as a Mortgage Consultant with a national estate agency firm. Since then, he has completed various qualifications in mortgages, insurance, equity release and most recently obtained his Diploma in Regulated Financial Planning.
Away from the office, Gareth enjoys his time with his family having a Son and Daughter who keep he and his wife busy. He is a keen cyclist and also enjoys playing golf (poorly) when the sun is shining.
Alex Tondeur DipFA
Financial Planning Consultant
Alex started his financial career as a personal adviser with the Post Office before progressing in to Mortgage Advice and most recently, Financial Planning. He studied at Bournemouth University where he secured a degree in Business and Entrepreneurship. Alex is always looking to develop and expand his knowledge and understanding and looking forward towards the next challenge and additional qualifications he can achieve.
Out of the office Alex can be found running round after his young son who keeps he and his wife on their toes
Mortgage & Protection Adviser
Simon has worked in various roles within Financial Service over the past 30 years most recently joining us here at Lodestone to help with your mortgage and protection requirements. In Simon' past role, he worked with a leading insurer who provide protection for you, your home and your family and is always keen to see that people are not left with the big financial burden of a large loan without adequate protection in place.
In his spare time, Simon leads an active lifestyle starting each day with a long walk before heading in to the office with a clear mind. He his a proud Father and Grandfather and enjoys having been an active part of various societies within his home village.
Jo Dain CeMAP
Mortgage & Protection Adviser
Jo joined Lodestone at the beginning of 2020 and quickly went through her various qualifications making the most of the lockdown first endured during the Spring of 2020. Passing her exams with flying colours, Jo is here to help you with your mortgage and protection requirements. Jo has previously worked in and owned her own estate agency. She brings with her a wealth of experience from this background being in a prime position to help you through the ups and downs of buying a property.
Jo is a devoted Mother to her three boys and enjoys spending her time with them, her family and her friends when away from the office.