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Meet the team
Alex Shields
Administration managerMelanie Short
Financial ControllerTess Simpson
Chartered Financial Planner and ParaplannerAlan Sippetts
Investment ConsultantJack 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
AdministratorJack Walmsley
Chartered Financial PlannerJeremy Watson
Independent 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: