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Get to know us
Meet the team
Find out more
Eva Ellis
Financial Planner
Hove Find out more
Sarah Brine
Acquisition Development Manager Hove Find out more
David Adams
Compliance Officer Hove Find out more
Lisa Baker
Independent Financial Planner Hove Find out more
James Barrett
Interim Financial Controller Hove Find out more
Howard Barnes
Group Compliance Director Hove Find out more
Alex Bell
Administrator Hove Find out more
Ella Budd
Administrator Hove Find out more
Eunice Chan
Reviews Team Administrator London Find out more
Louise Conway
Operations Director Hove Find out more
Geoff Croden
Chartered Financial Planner Pembury – Tunbridge Wells Find out more
Zoe Ealey
Head of Mortgages 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: