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 and to develop a long-term succession plan for tomorrow. I recognise that our clients require continuity so building a like-minded team to deliver consistent financial planning, remains my long-term motivation. I am not convinced by other industry solutions where advisors seek to monetise their client relationships when they slow down.
Supporting our team develop their careers and build their own futures is a key component to my view of the world. This has framed our company ethos and is how we came to name our business. Our common aim 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 my clients and team to do the same. I have enjoyed investing in property from an early age and have used this knowledge to guide others.
My simple aim is to share a lifetime of knowledge with clients and to introduce carefully selected professional people to our clients, to complete our collaborative approach to the planning model. We appreciate our limitations and recognise the strengths others can bring to our 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.
Over the years as a paraplanner, I endeavoured to achieve technical excellence. I aimed to ensure that I fully understood the financial planning sphere in terms of regulatory or governmental legislation, taxes, platforms and products and cashflow planning software. Now, as a financial planner, I’m able to communicate directly with clients and apply my knowledge to their specific situations. I believe my work and life experience and my technical skills make me better able to understand, empathise and help our clients reach their goals.
In addition to leading the paraplanning content within Shared Objective and advising clients myself, I also hold the human resource and business management functions within our business, ensuring that everything we do is correct, appropriate and measured.
Philip and I continue to complement each other to deliver what our clients want now and in the future.
Rachel Halton
Executive Paraplanner/Financial Planner
Business founder/owner
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 chief role is to work with clients and investment providers to ensure the accurate and secure flow of information between all parties.
My role is varied; I produce welcome packs for new clients, ensuring all compliance data is collated; I issue letters of authority to providers for data gathering; I issue valuation reports, advice letters and implement all the paperwork from the advice outlined, including all the trading online with the purchases and sales of investment funds on live systems. The digital revolution has demanded we all embrace technology, with security at the forefront of everything we do, and we are obliged to record and maintain accurate data within our firm for our regulators and network, Valid Path. I take on all these tasks for the business and anything else that has an administrative requirement that helps our advisors and technical departments.
Primarily, I am here to help you, so if you need some support in completing forms, using our portal or anything else, I am happy to have a conversation and work through whatever queries you may have. I’m likely to become one of your key contacts here, as I generate much of the communication from our firm,
I’m very happy to have joined Shared Objective; we all share the same focused approach and work together to achieve the right solution for you, our clients.
