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Meet the team
Lisa Baker
Independent Financial PlannerGeoff Croden
Chartered Financial PlannerZoe Ealey
Head of MortgagesHannah Ellerker
Senior ParaplannerSteven Godfrey
Independent Financial PlannerEloise Hammond
Head of Financial Planning - South EastKevin Harms
Chartered Financial PlannerPete Herdman
Director and Chartered Financial PlannerKevin Herrington
Senior ParaplannerRobin Horner
Regional ManagerTom Huntingdon
Chartered Financial PlannerFiona Jones
ParaplannerOur 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: