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Get to know us
Meet the team
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Sally Jones
Paraplanner
Chester
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Mark Knight
Chartered Financial Planner
Chester
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Kylie Lambert
Administrator
Horsham
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Jenny Latham
Paraplanner
Lamberhurst Quarter
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Sophie Leak
Mortgage Administrator
Hove
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Lisa Lee-Gray
Receptionist / Office Assistant
Pembury – Tunbridge Wells
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Clive Lister
Employee Benefits Manager
Hove
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Clair Lythe
Chartered Financial Planner
Chester
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Charlie Lloyd
Head of Investments
Hove
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Mark Lloyd
Financial Planner
Hove
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Andy Macguire
Chartered Financial Planner
London
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Joanne Maclaurin
Investment Administrator
Hove
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: