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 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 Hubbard
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!
Matheus Guimaraes Talbert
A year of hard work followed Matheus achieving his Paraplanning Diploma.
Matheus aims to be a source of information for his clients, a reliable port-of-call to help with any questions and put minds at ease.
Matheus works closely with our advisers, carrying out wide research to make sure we recommend truly beneficial investment strategies.
Dedicated to keeping fit, Matheus likes to run and work out. It’s from his study days, where he represented for his University boxing team – travelling all over the UK and Ireland.
Lucy Whyment
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.
