Meet the team
Duncan FordCompliance Associate
Sophia GeorgantFinance Assistant
Jenny GibbonsExecutive Administrator
Steven GodfreyIndependent Financial Planner
Eloise HammondHead of Financial Planning - South East
Amy HardyExecutive Assistant
Kevin HarmsChartered Financial Planner
Alex HaycockReviews Team Administrator
Pete HerdmanDirector and Chartered Financial Planner
Kevin HerringtonSenior Paraplanner
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: