Shared Objective was established in 2024 by Philip Sullivan and Rachel Halton. The directors have worked together since 2020 and between them, have over 40 years’ experience spent helping people understand and make the most of their money.
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We know you expect technical expertise and advice from us, but we also promise that you will be treated as an individual and our advice will be bespoke for you.
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As a small business, we know our clients extremely well and take pride in the personal service that the whole team can provide.
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We are independent with no ties to any investment provider or product. Our shared objective is to help you achieve your goals.
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We collaborate with various experts, such as lawyers, accountants, solicitors, mortgage advisors and estate planners to ensure that the advice we give is the very best it can be. Working together means that we achieve the best possible outcome for you.
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To ensure we remain true to our principles, we do not receive any financial incentives from any of our business partners. This is how we can guarantee to our clients that our recommendations are based purely on merit.
Our Services
We offer a holistic financial planning service to individuals, families and business owners.
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We discuss what you would like to achieve to articulate your goals and formulate a plan to achieve them.
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We save you time by assessing your needs and existing policies, presenting you with a personalised financial plan for the future.
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In doing so, we can often reduce unnecessary investment costs and prevent you from making costly mistakes
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We may introduce you to carefully selected business professionals who are experts in their fields so that you are getting the very best advice possible.
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We are highly qualified and have years of relevant professional experience; we blend our practical knowledge with technical expertise to create clear and informative thinking.
Meet the Team
After a career in financial services that started in the late 80s, I jointly formed Shared Objective Ltd with Rachel to build a bespoke financial planning firm today, to develop a long-term succession plan for tomorrow. I recognise that our clients require advice continuity so building a like-minded team to deliver consistent financial planning, remains my long-term motivation and fulfils my promise to provide ongoing and trustworthy advice. I am not convinced by other industry solutions where advisors seek to monetise their client relationships by moving their clients on, when they wish to slow down.
Supporting our team develop their careers and build their own futures is a key component of my world view. This shared team ethos is why we have named our business as we have, which is not only refreshing to us, but to all those with whom we interact.
Outside of advisory work, I actively seek a healthy work life balance and encourage everyone around me do the same. I have enjoyed investing in residential property from an early age and have used this knowledge to guide others navigate this increasingly complex world .
My simple aim is to share a lifetime of financial and practical knowledge with clients and to introduce them to carefully selected professionals, to complete our collaborative approach to the planning model. At Shared Objective, we appreciate our limitations but recognise the strengths others bring to our team-based approach.
Philip Sullivan
Chartered Financial Planner
Business founder/ owner and property investor
My route to financial services has been unusual in that I’ve worked in various other industries in the past, including media, music and humanitarian aid. Although diverse industries, the common theme throughout was the support of others.
Previously as a paraplanner, my aim was to achieve technical excellence in the financial sphere; now, as a financial planner, I can apply that knowledge to help our clients reach their goals. My professional and personal experience, coupled with my technical skills, make me better able to understand, empathise and demonstrate how our advice can improve our clients’ futures.
As a planner, building relationships with our existing and new clients is essential for me, however, I am also responsible for our business and therefore the development of relationships with our professional collaborative partners and with our team is just as important.
In an increasingly complex financial world, the need for advice is growing and Shared Objective is well placed to provide the support and consistency required.
Rachel Halton
Executive Paraplanner/Financial Planner
Business founder/owner
Gemma Fearnehough
Paraplanner
Although I have spent the last seven years working with financial providers and IFAs, my first career was in events planning. I learnt to bring structure to complexity whilst keeping the client at the heart of the process and I am certain that this experience has helped me develop an approach to my work that is grounded in clarity, curiosity and a genuine care for clients. I am delighted to have now joined the Shared Objective team as a Paraplanner.
My new role allows me to focus on turning detailed financial information from the advisers, providers and clients into clear and well-reasoned recommendations. I research products and solutions, prepare advice reports, model cashflow scenarios and make sure every plan is technically robust and easy to understand. I enjoy working closely with the Financial Planners to create advice that is thoughtful, compliant and genuinely useful.
What motivates me most is contributing to work that feels meaningful, by helping our clients to understand their options, feel confident in their decisions and be able to move forward with purpose.
As a team, we are consistent and considered; we collaborate closely to ensure we deliver the most appropriate outcomes for our clients.
Vanessa Judd
Operations Director
I have been in the financial services industry for more than 30 years, building up a wealth of practical knowledge alongside professional qualifications, My primary role is to work with clients and investment providers to ensure the accurate and secure flow of information between all parties.
Regular tasks involve onboarding new clients, providing existing clients with essential information on their investments and answering administrative queries to ensure deadlines are met. Trading investment funds within client portfolios is an important function I undertake on a daily basis.
The digital revolution has demanded we all embrace technology, with data security at the forefront of everything we do. We accurately record client data within our firm to ensure our regulators and compliance network, ValidPath, are happy with the quality of our work. I ensure the secure flow of information between all parties to help our advisors and technical department complete their roles.
If you need support in completing paperwork, using our portal or anything else, I am here for you. My role is likely to make me one of your key contacts at Shared Objective.
