Our People

Steve Burns APFS, Chartered Financial Planner Managing Director
Steve has been with the business for over 20 years and retains many client relationships established at that time and in most cases working alongside the next generation. Steve has the ability to explain complicated financial concepts in simple terms, which has seen him contribute to local and national press as well as appear on television.
 
Steve is married with two children and plays squash for his local club.
Ian Barnett APFS, Chartered Financial Planner Director
Ian joined the firm in 2009 and became a director in 2010. Ian has over 20 years experience in the financial services industry which includes periods with Grant Thornton and Deloitte. This experience allied with his Chartered status helps him give confidence and perspective to his clients.

Ian is married with three children and lives locally in Chichester. Outside of work Ian enjoys cycling and competing in triathlons.
Chris Page DipPFS Director
Chris is an experienced financial service professional who joined the business in 2013, as a result of his hard work and dedication he was made a director of the firm late 2014. Before joining us he worked as a Director of a specialised financial planning firm, where he advised professional football and rugby players along with the clubs for which they play. Known for his ambition, personal values and organisational skills Chris is an asset to the team.

Chris is Married with a young son called Edward. He is an accomplished Golfer and he also enjoys visiting new destinations.
Alex Welsh APFS, Chartered Financial Planner Financial Planner
Alex has worked in the financial sector from a young age and joined Lewis Brownlee in 2012 with several years’ industry experience. Alex’s knowledge and experience allow him to advise clients on all areas of financial planning, whilst providing technical support to other members of the team. He is committed to increasing his expertise and has recently achieved Chartered Financial Planner status.

After playing rugby for many years, he has recently opted to move to less hazardous pastimes and takes part in both running and cycling events locally.
Howard Roeber BSc CertPFS CertCII (FS) Platform Specialist
Howard, a Maths graduate from Portsmouth university, joined the firm in 2010 as a paraplanner. His expertise lies with the operation and day to day running of the firms wealth management platform, this vital role supports both advisers and client alike. Howard's attention to detail and great empathy lead to much appreciation by our clients.

Howard is happily married and has one Son. Away from the business, he enjoys tennis and often attends Wimbledon and the French Open.
Zoe Harbert BSc (Hons), DipPFS Paraplanner
Zoe has worked in the financial sector for over 10 years and is the newest member of the team. Zoe joins us from Coutts where she worked alongside the director of wealth management for Sussex & Hampshire. Zoe’s main role at Lewis Brownlee is to assist the advisory team with technical support and in the preparing of financial plans and Reports. Zoe holds a Diploma in financial planning and is currently working towards Chartered Financial Planner status, she also holds a degree in Sports Science, a field which still interests her outside of her working role.

Zoe is married with a young daughter and has a keen interest in nutrition and fitness, she does say however that this is on hold until coffee and chocolate is no longer needed daily.