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Meet the team
Charlie Lloyd
Head of InvestmentsMark Lloyd
Independent Financial AdviserAndy Macguire
Chartered Financial PlannerJoanne Maclaurin
Investment AdministratorJackie Manthorpe
Platform AssistantJake Marshall
AdministratorNeil Mercier
Independent Financial PlannerOllie Noble
Trainee Investment ManagerWayne Nutland
Investment ManagerJonathan Ollerenshaw
Chartered Financial PlannerSophie O’Loughlin
AdministratorJames O’Neill
AdministratorOur 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: