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Meet the team
Jack Skerritt
Independent Financial PlannerRichard Skerritt
Founder and Group Non-Executive DirectorCharles Sparrow
Chief Financial Officer & Chair of Investment CommitteeAlice Sundell
Marketing ManagerCharlotte Taylor
Reporting AccountantManda Waller
Senior AdministratorJack Walmsley
Chartered Financial PlannerJeremy Watson
Independent Financial PlannerTom Wheatley
Financial Planning ManagerConrad Whittingham
Chartered Financial PlannerStuart Williams
Head of Wealth BuilderPaul Wingham
Head of Paraplanning and Operational DeliveryOur 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: