Providing a great client experience has always been, and will continue to be, why we do what we do.

With over 150 years combined experience, Sequoia Circle offers impartial financial planning services to help you on your journey to financial security.

Established in 2014, we are based near Gatwick (but with clients all over the UK). We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients wealth and sense of financial well being.

Daren Bubb (Partner)

A Fellow of the Institute of Chartered Accountants in England & Wales, Daren has almost 30 years of accountancy and business management experience. He is responsible for all things finance at Sequoia Circle.

Karl Edwards (Partner)

Karl has been advising both private individuals and corporate clients for over 20 years and in doing so has built a wealth of experience in all aspects of financial planning.

Steve Hardy (Partner)

Steve began advising in 1995 and has a wealth of experience in dealing with a wide variety of different clients and situations. Steve’s client service standards are fabled and he is truly a relationship specialist.

 

Ieva Kalacioviene (Administrator)

Ieva has over 12 years working in the financial services industry. Since joining in 2015, she deals with supporting all aspects of the financial planning process which occur behind the scenes at Sequoia Circle.

 

Tony Wizbek (Consultant)

With over 20 years experience, Tony’s primary aim is to give his clients continued clarity and confidence in their financial futures in order to help them build wealth and protect their hard earned assets.

Glenn Smyth (Partner)

As a Chartered Financial Planner, Glenn has provided a comprehensive wealth management service to High and Ultra High Net Worth Individuals for more than 30 years.

Charlotte Taylor (Partner)

Having worked in financial services for more than 23 years, Charlotte has a wealth of invaluable knowledge and experience, offering a holistic approach to financial planning and a high level of service to both new and existing clients.