Meet the Team
We are a boutique, independent, Wealth Management firm with offices in the City of London and in Stockport (near Manchester).
Our team are well experienced and all share a passion for delivering the best advice and service to our clients. We operate very much as a team so that our clients can speak to any of us, at any time.
Many of the team joined us from large firms where they were frustrated by the lack of a personal approach when looking after clients.
Advice is a very personal matter and our approach is personal in response hence our strapline:
Invested. Personally.
Leadership
Click the link below to see our Leadership Team and to contact any of them directly.
Financial Planners
Click the link below to see our team of Financial Advisers and to contact any of them directly.
Technical Specialists
Our Technical Specialists are qualified advisers who support the advice we give with technical analysis on our recommendations.
Client
Support
Our client support team assist our clients throughout the advice process; from first engagement with us through to regular reviews.