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Get to know us
Meet the team
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Kevin Herrington
Senior Paraplanner
Pembury – Tunbridge Wells
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Kevin Horry
Independent Financial Planner
Chester
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Tom Huntington
Chartered Financial Planner
Hove
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Eloise Jenner
Head of Financial Planning - South East
Hove
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Fiona Jones
Paraplanner
Horsham
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Sally Jones
Paraplanner
Chester
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Mark Knight
Chartered Financial Planner
Chester
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Jenny Latham
Paraplanner
Lamberhurst Quarter
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Clive Lister
Employee Benefits Manager
Hove
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Clair Lythe
Chartered Financial Planner
Chester
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Mark Lloyd
Financial Planner
Hove
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Andy Macguire
Chartered Financial Planner
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: