Meet the team
Jonathan OllerenshawChartered Financial Planner
Rachel O’RorkeExecutive PA to the CEO
Guy OvendenChartered Financial Planner
Gareth PricePlatform Manager
Kim RadfordPA to the Operations Director
Tina ReadSenior PA to Sheriar Bradbury & Jack Walmsley
Jacquie RichardsOperations Manager
James RichardsonHead of Client Proposition
Helen RideoutGroup Risk Administrator
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: