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Get to know us
Meet the team
Find out more
Howard Barnes
Group Compliance Director
Hove Find out more
Louise Conway
Operations Director Hove Find out more
Paul Feeney
Chief Executive Officer Hove, London Find out more
Charlie Lloyd
Head of Investments Hove Find out more
James Richardson
Head of Client Proposition Hove, London Find out more
Chris Roberts
Head of Aquisition Development Hove Find out more
Charles Sparrow
Chief Financial Officer & Chair of Investment Committee Hove, London
Our vision and values
Our purpose is to create financial freedom for the people of Britain.
We do this by providing enduring financial advice that safely supports their goals and aspirations.
Our mission is to be Britain’s Premier Chartered financial planner, with expert in-house investment management. To help achieve this, we have set out five core values that we must follow: