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Meet the team
Duncan Ford
Compliance AssociateSophia Georgant
Finance AssistantJenny Gibbons
Executive AdministratorSteven Godfrey
Independent Financial PlannerJade Gowers
AdministratorEloise Hammond
Head of Financial Planning - South EastAmy Hardy
Executive AssistantMatilda Harkess-Cowlyn
AdministratorKevin Harms
Chartered Financial PlannerAlex Haycock
Reviews Team AdministratorPete Herdman
Director and Chartered Financial PlannerKevin Herrington
Senior 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: