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Get to know us
Meet the team
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Charlie Lloyd
Head of Investments
Hove
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Ollie Noble
Trainee Investment Manager
Hove
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Wayne Nutland
Investment Manager
Hove
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Alan Sippetts
Investment Consultant
London
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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: