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Get to know us
Meet the team
Find out more
Jonathan Ollerenshaw
Chartered Financial Planner
Pembury – Tunbridge Wells Find out more
Sophie O’Loughlin
Administrator Hove Find out more
Rachel O’Rorke
Executive PA to the CEO Hove Find out more
Guy Ovenden
Chartered Financial Planner Hove Find out more
Sarah Parker
Receptionist Hove Find out more
Gareth Price
Platform Manager Hove Find out more
Kim Radford
PA to the Operations Director Hove Find out more
Tina Read
Senior PA to Sheriar Bradbury & Jack Walmsley London Find out more
Sharon Remington
Paraplanner Hove Find out more
Jacquie Richards
Operations Manager Hove Find out more
James Richardson
Head of Client Proposition Hove, London Find out more
Helen Rideout
Group Risk 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: