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Get to know us
Meet the team
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Iain Macrae
Technical Adviser
London
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Neil Mercier
Independent Financial Planner
Horsham
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Jonathan Ollerenshaw
Chartered Financial Planner
Pembury – Tunbridge Wells
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Robbie Pierce
Independent Financial Planner
Chester
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Stephanie Potter
Senior Paraplanner
Pembury – Tunbridge Wells
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Jim Rixon
Independent Financial Planner
Hove
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Jack Skerritt
Independent Financial Planner
Hove
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Jack Walmsley
Chartered Financial Planner
London
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Henry Watson
Paraplanner
Hove
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Jeremy Watson
Independent Financial Planner
Hove
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Tom Wheatley
Financial Planning Manager
Chester
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Conrad Whittingham
Chartered Financial Planner
Lamberhurst Quarter
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: