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Meet the team
Jim Rixon
Independent Financial PlannerChris Roberts
Head of Aquisition DevelopmentGrant Rudge
Independent Financial PlannerCarla Sharman
AdministratorAlex Shields
Administration managerMelanie Short
Financial ControllerTess Simpson
Chartered Financial Planner and ParaplannerAru Sinha
HR & Operations Director Bradbury HamiltonAlan Sippetts
Investment ConsultantJack Skerritt
Independent Financial PlannerRichard Skerritt
Founder and Non-Executive DirectorCharles Sparrow
Chief Financial Officer & Chair of Investment CommitteeOur 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: