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Get to know us
Meet the team
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Geoff Croden
Chartered Financial Planner
Pembury – Tunbridge Wells
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Hilary Davies
Administrator
Chester
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Alison Dixon
Office Manager
Chester
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Aaron Duffy
Finance Assistant
Hove
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Zoe Ealey
Head of Mortgages
Hove
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Eva Ellis
Financial Planner
Hove
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Paul Feeney
Chief Executive Officer
Hove, London
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Andrew Fisher
Group Chairman
Hove, London
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Duncan Ford
Compliance Associate
Hove
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Sophia Georgant
Finance Assistant
Hove
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Jenny Gibbons
Executive Administrator
Hove
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Steven Godfrey
Independent Financial Planner
Petersfield
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: