Meet the team
Lisa BakerIndependent Financial Planner
Geoff CrodenChartered Financial Planner
Zoe EaleyHead of Mortgages
Hannah EllerkerSenior Paraplanner
Steven GodfreyIndependent Financial Planner
Eloise HammondHead of Financial Planning - South East
Kevin HarmsChartered Financial Planner
Pete HerdmanDirector and Chartered Financial Planner
Kevin HerringtonSenior Paraplanner
Robin HornerRegional Manager
Tom HuntingdonChartered Financial Planner
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: