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Meet the team
Tina Read
Senior PA to Andy Macguire & Jack WalmsleySharon Remington
ParaplannerJacquie Richards
Operations ManagerJames Richardson
Head of Client PropositionHelen Rideout
Group Risk AdministratorJim Rixon
Independent Financial PlannerChris Roberts
Head of Acquisition DevelopmentCarla Sharman
AdministratorAlex Shields
Administration managerMelanie Short
Financial ControllerEmma Calvert
ParaplannerAlan Sippetts
Investment ConsultantOur 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: