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Get to know us
Meet the team
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David Adams
Compliance Officer
Hove
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Lisa Baker
Independent Financial Planner
Hove
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James Barrett
Interim Financial Controller
Hove
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Howard Barnes
Group Compliance Director
Hove
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Abigail Bartup
Platform Administrator
Hove
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Alex Bell
Administrator
Hove
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Sarah Brine
Acquisition Development Manager
Hove
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Ella Budd
Administrator
Hove
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Emma Calvert
Paraplanner
Hove
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Tony Campbell
Independent Financial Planner
Hove
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Jennifer Candy-Jones
Paraplanner Manager
Chester
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Louise Conway
Operations Director
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: