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Get to know us
Meet the team
Find out more
Alice Sundell
Marketing Manager
Hove Find out more
Charlotte Taylor
Reporting Accountant Hove Find out more
Manda Waller
Administrator Hove Find out more
Jack Walmsley
Chartered Financial Planner London Find out more
Mark Waters
Investment Manager Hove Find out more
Jeremy Watson
Independent Financial Planner Hove Find out more
Joanna Webb
Administrator Horsham Find out more
Tom Wheatley
Financial Planning Manager Find out more
Conrad Whittingham
Chartered Financial Planner Lamberhurst Quarter Find out more
Stuart Williams
Head of Wealth Builder Hove Find out more
Paul Wingham
Project Manager Hove Find out more
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: