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
Money is real
You’ve worked hard, made sacrifices and taken risks to build a better life. No-one understands this better than us and that is why your wealth management is our priority. You only get one life to make an impact and we’re here to help create, nurture and protect what’s important to you.
We make sure your capital works as hard as you do.
Trust is earned
Decades of investment experience and financial market knowledge means our clients implicitly trust us. Whether business interests, family matters or investment opportunities are the priority, we never give advice we wouldn’t give to ourselves.
We care about our clients, their business interests, loved ones and financial security like our own.
We’re just like you
You are our inspiration. We know the hopes, fears, aspirations and effort in creating wealth. We understand the demands on time and energy involved in building successful businesses and careers. Our role is not just to manage investments or devise a plan, it is to stand alongside you, identify risks, help to create and protect wealth.
We support you in making the right decisions, at the right time, for the right reasons.
We don’t stop
As a boutique firm, we work harder, stay awake longer and are constantly thinking; just like you. We are there when you need us, working with you and continually evolving to meet any ‘what if’ scenarios.
Our adaptability to market changes and your life stages means we make a difference when it matters most.
Peace of mind
We broaden what you think your wealth can do. We don’t just maximise and protect the pennies and the pounds, we strive to create a confidence and trust.
We can deliver peace of mind for you today, and for the future.
Here are the key individuals to support your journey.
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 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.
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 country bumpkin based in London, and she spends as much time as possible in the great outdoors with her wonderful dog. She has also completed a Half IronMan!
Shannon is the Executive Assistant for Richard Stott. She provides general support to the investment team, and is responsible for the day-to-day operation and administration of Vobis. Shannon also supports the company directors and board members and manages diaries, organises meetings, and assists with client requests.
As part of her job, Shannon is able to develop and maintain strong client relationships and liaise with different people every day. She enjoys working for a family-run business and alongside a dedicated team who share the same fundamental values.
As a fitness enthusiast, Shannon plays football for her local town and is always in the gym. She recently completed the Yorkshire 3 peaks challenge!
Although she’s achieved her Diploma in Financial Planning Katie continues to study and learn. Katie believes that effective planning requires her to be as knowledgable as possible, besides, she likes to learn.
Katie works closely with our advisers, carrying out wide research to make sure we recommend truly beneficial investment strategies. Katie says the favourite part of her job is meeting new clients and getting to know them, because building trusting relationships is vital.
Katie has played Netball since she was 11 years old, and even competed at national level where her team came 8th in England. She currently plays in her county league for the Jets.
Clients come to Tom with their short, medium and long term aspirations. It’s then Tom’s role to integrate financial advice into their lives to help them achieve their goals. He loves to take away to complexities of advice for clients and business owners, building relationships along the way.
Tom sees his main job as protecting individuals and their families, then facilitating the creation of wealth. He does this through sustainable and growth opportunity investing. And ultimately helping clients to pass on their wealth to the next generation.
“The wonderfully varied nature of my clients and the industries they work in is fascinating and I learn something new from each and every one of them.”
Administrator Lucy is a Business and Finance graduate who’s day-to-day activity includes handling inbound client queries, preparing meeting packs, and assisting advisers and paraplanners. Further to this Lucy uses her education and experience in research and analysis when reviewing or constructing new portfolios.
She’s 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 finds transparent, open communication can put a client’s mind at ease. She shows the very best of Vobis, and reassures our clients that they’re in good hands.
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.