We believe it is very important that we have a great relationship with our clients and gain an immediate understanding from day one.
That’s why we organise an initial meeting – either face-to-face or digitally via video – to allow us to understand your situation and consider how we can help you achieve your objectives.
We do not charge any fees for this opening meeting. Following this, we will send you a synopsis email (or letter, if you’d prefer) to summarise what was discussed and the next steps that need to be taken.
Once we have agreed on an initial plan through a bespoke financial report, we will meet again and confirm the agreed course of action for you. We will then implement your financial plans.
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Meet the Team
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John Wheatley
Managing Director & Head of Financial Planning
John has over twenty-five years of experience as a financial planner and has seen significant developments in the industry.
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Within that time John has navigated through the tempestuous seas of the Financial Crisis and Covid.
John has been the point of contact for many families in making life-changing financial decisions and is now dealing with three generations of these families.
Helping people continues to provide fuel for John’s passion for financial services. He believes that straightforward, concise guidance along with regular, insightful input provide the navigational requirements to reach your financial objectives. In creating Objective Wealth, John determined individualism would be celebrated within the framework of a clear financial plan.
John is married to Rachel and they have six children. He has continued to find time to indulge in his love of rugby by playing Touch Rugby and supporting his children in playing.
John is also heavily involved in the local community including the Chairmanship of Wisborough Green Sports and presenting the annual Run Wisborough and Wisborough Green Primary School Summer Fete on the Green.
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Mark Jones
Financial Planner
Mark has helped lead and establish Objective Wealth from the beginning in 2019 and has been in the financial services industry for close to twenty years.
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Mark is an
experienced Financial Planner who has helped many individuals and families continue to achieve their goals over the years. Mark also has experience of people
emigrating abroad from the UK and how to deal with their finances, in particular their pensions. Mark believes using technology is an integral part of financial planning. Technology can bring financial planning to life in front of clients, helping them to understand where they currently lie and provide a pathway forward to achieve their aims and objectives. Mark lives in Chiddingfold near Godalming, with his wife and three daughters. Mark enjoys playing and coaching cricket in the summer months and has taken up golf to fill the void after retiring from rugby.
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Jack Corbett
Financial Planner
Jack joined Objective Wealth in 2021 having previously worked for a large corporate company.
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During his time working in the financial services industry, he has obtained the Chartered Insurance Institute’s Diploma in Financial Planning, DipPFS, and the Certificate in Mortgage Advice and Practice, CeMAP.
Honest, jargon-free advice that is accessible to everyone, coupled with his personable nature, ensures that excellent customer service is at the core of his value. Jack enjoys the challenge of problem-solving using technology to establish bespoke outcomes to meet client objectives.
Jack is married to Emma and has two young children, Harrison and Jasmine, who along with Freddie the dog keep him busy. That said, he still manages to play rugby locally and more golf than he should!
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Joanna Angell
Customer Relationship Manager
Joanna joined Objective Wealth in November 2021 and is now part-way through her exams to become a fully qualified Financial Planner and Wealth Manager whilst supporting our clients in their day-to-day requirements.
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Joanna has brought her Client Management skills from the Pharmaceutical Industry where she was a highly successful Key Account Manager for 12 years, introducing new therapies into the NHS and Private healthcare sector.
Just prior to joining Objective Wealth Joanna spent ten years as Co-Director of her husband’s Customer Relationship Management Consultancy whilst raising their three young children.
Joanna lives in the countryside on the outskirts of Horsham. When not ferrying her children to all their sporting and social events, in her free time she loves to indulge in a bit of retail therapy in town, or work on her fitness and can quite often be seen running in the local area.
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Hannah Vickery
Mortgage Advisor
Hannah joined Objective Wealth in October 2023, as a trainee Mortgage Adviser.
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Despite not being with us for long, she has already gained her CeMAP qualification showing a natural ability for working in the financial industry and she is establishing strong connections with new and current mortgage clients.
Hannah has an exciting work history, as a firefighter, signwriter, and portrait artist to name a few. Within all of her roles, Hannah has gained extensive life experience, giving her the skills and the determination to communicate and work effectively to achieve the desired outcome.
Hannah lives in Wisborough Green with her husband, two young children, and two red fox labradors. She is a passionate beekeeper, enjoys spending time at the family allotment, and has recently joined the Wisborough Green women’s cricket team. She also continues to keep her hand in the creative industry during her spare time by drawing realistic pet portraits.
Take control of your financial future
Arrange a free consultation to discuss your financial options with our experts.
Book an Appointment