Meet the team
Mark LloydFinancial Planner
Andy MacguireChartered Financial Planner
Joanne MaclaurinInvestment Administrator
Iain MacraeTechnical Adviser
Jackie ManthorpePlatform Assistant
Lee McCarronReviews Team Manager
Megan MurrayFinance Assistant
Neil MercierIndependent Financial Planner
Ollie NobleTrainee Investment Manager
Jonathan OllerenshawChartered Financial Planner
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: