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Meet the team
Jenny Gibbons
Executive AdministratorSteven Godfrey
Independent Financial PlannerClare Grigg
ParaplannerJade Gowers
AdministratorAmy Hardy
Executive AssistantMatilda Harkess-Cowlyn
AdministratorKevin Harms
Chartered Financial PlannerPete Herdman
Chartered Financial PlannerKevin Herrington
Senior ParaplannerKevin Horry
Independent Financial PlannerGrant Hotson
Chief Financial OfficerTom Huntington
Chartered Financial PlannerOur 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: