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Get to know us
Meet the team
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Jeremy Watson
Independent Financial Planner
Hove
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Tom Wheatley
Financial Planning Manager
Chester
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Conrad Whittingham
Chartered Financial Planner
Lamberhurst Quarter
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Stuart Williams
Head of Wealth Builder
Hove
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Paul Wingham
Head of Paraplanning and Operational Delivery
Hove
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Thomas Wratten
Chartered Financial Planner
Hove
Our 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: