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Meet the team
Henry Watson
ParaplannerJeremy Watson
Independent Financial PlannerTom Wheatley
Financial Planning ManagerConrad Whittingham
Chartered Financial PlannerStuart Williams
Head of Wealth BuilderPaul Wingham
Head of Paraplanning and Operational DeliveryThomas Wratten
Chartered Financial PlannerOur 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: