Meaning ‘to you’ in Latin, Vobis isn’t just a name, it reflects what we stand for. This unwavering focus on you - our client - is the motivation behind everything we do.
Our focus on people doesn’t end with you.
We have built a team of talented and experienced professionals across our client-facing and operational roles in London and Yorkshire.
We have had a passion for wealth management for over 20 years and that passion remains the same now as it did when it all began. Our decades of experience are summed up below.
We help clients improve the world in which they live
Here are the key individuals to support your journey.
Richard Stott
Richard is the founder of Vobis. He heads up the management team and sits on the Investment Committee. Richard also oversees the wealth advisory team and plays a key role with Vobis clients.
Vobis is more than a job for Richard. It’s his passion, and his way of life. Richard’s speciality is wealth and investment strategies that are relevant today and can adapt for tomorrow. He supports personal, family and business decision making.
Hailing from the North himself, Richard is very partial to Yorkshire and everything it brings to the world. He’s also a collector of minerals and follows the philosophy of Stoicism.
Steve Henley
Steve is the Managing Director of the business. He’s also the Head of Compliance and a member of the Investment Committee. Steve oversees the running of the business ensuring that the company and the staff are adhering to the regulatory regime as well as preparing for any future changes.
For Steve, the best thing about working at Vobis is the possibility of shaping the future, not only for their clients but also the company and their investments.
Outside the office Steve is a keen golfer and is also interested in all internal martial arts.
Sarah Lockington
Our Wealth Manager Sarah heads up the Investment Committee and our in-house investment team, as well as overseeing and running the in-house portfolios. She builds portfolios to meet the needs of our clients, with an emphasis on thematic and sustainable investing.
Sarah’s job enables her to indulge in two passions: financial markets and acting as a ‘guardian of the planet’ for future generations, investing in environmental and social solutions that generate both positive return and measurable positive impact on the planet.
Sarah is a fitness enthusiast and has not only completed a Half Iron Man but in 2026 became an accomplished English Channel Swimmer!
Shannon Hubbard
As Operations Manager, Shannon oversees all aspects of the business, ensuring day to day operations run smoothly and efficiently. Shannon forms part of the management team and supports the company directors and board members. With a hands-on approach and a strong eye for detail, shannon manages company processes and as part of her role, is able to develop and maintain strong client relationships.
Shannon enjoys working for a family-run business and alongside a dedicated team who share the same fundamental values.
Outside of work, Shannon enjoys exploring the countryside with her wonderful dog, and has recently completed the Yorkshire 3 peaks challenge.
Lucy Whyment
Business and Finance graduate, Lucy, forms part of our client service support Team and is a liaison between Advisers, Providers and Clients, keeping everyone informed and on track.
For clients’ financial matters can be an emotional activity at times. To alleviate this, Lucy aims to be a source of information for clients, a reliable port-of-call to help with any questions and put minds at ease.
Lucy maintains a keen interest in art, coming as she does from an artistic family. The most notable family artist is Vincent Haddelsey, who painted landscapes, often featuring horses. She’d love to have her own studio someday where she could paint pottery.
Simon Mason
Simon is a Senior Administrator at Vobis, bringing over a decade of experience in financial services. He holds a first-class BSc (Hons) degree in Information Technology with Business Studies from Sheffield Hallam University.
Simon believes that clear communication, honesty and attention to detail are essential to providing a great client experience. He particularly enjoys getting to know clients, understanding their circumstances and building trusted relationships so they feel comfortable coming to him with questions.
Simon has a few interesting talents, including speaking Japanese and playing the drums. He’s also a keen art enthusiast and, together with his wife, visited all five versions of Van Gogh’s Sunflowers in London, Tokyo, Amsterdam, Munich and Philadelphia during 2025.
Julie Gyarmati
Julie is a Senior Administrator and often the first point of contact for Vobis clients. She liaises with clients and providers in a friendly manner, keeping things running smoothly. She ensures everything stays on track so clients know their finances are in safe hands.
She enjoys the variety and challenge her role brings, constantly building her knowledge and sharpening her skills to provide the best possible service. Julie values the team spirit at Vobis, with everyone working together to deliver a first-class client experience.
Outside the office, Julie is busy restoring an old touring caravan, cleaning, tinkering, and teaching herself upholstery. She can’t wait to share the before and after photos.
Stacey Hubbard
Stacey is Executive Assistant and Senior Administrator at Vobis, providing day-to-day support to the investment team, company directors and wider business. She helps coordinate diaries, organise meetings and manage client requests, working closely with the administration team to keep everything running smoothly.
As a key point of contact for clients, Stacey enjoys building strong relationships and making sure everyone feels well looked after.
Stacey describes herself as a “happy go lucky” personality, someone who who values the simple things in life, good coffee, home comforts and has a keen interest in the arts of manifestation.
