Our team of Relationship Managers

Dedicated to delivering a personal wealth management service

The team operate out of our London and Sherborne offices. They are on hand to provide guidance on strategies for optimising your wealth and to ensure your existing investments continue to meet your needs. 

They are also supported by our Client Services team who are based in Sherborne and are your first point of contact for general enquiries and they can be reached on 01935 382620.

James Johnsen - Head of Private Clients

James manages the team and he works from both our London and Sherborne offices. He can be reached on 020 7534 9871.

Email James

Emma Parkes - Relationship Manager

Emma is based in London and specialises in looking after young professionals, family groups and charities. Her direct line is 020 7123 4741.

Email Emma

Amanda Loram - Client Director

One of our longest serving members of staff Amanda is based in the South West so works from our Sherborne office. Contact her on 01935 382621.

Email Amanda

Daniel Mason - Client Director

Dan is another of the team working from our Sherborne office and he works closely with local lawyers. Dan can be reached on 01935 382637.

Email Dan

Paul Zoltowski - Client Director

Paul is based is in on our London office and in addition to working with individual investors he specialises in Charities. His contact number is 020 7123 4739.

Email Paul

Joseph Manners

Joe is based in London and supports James Johnsen, Head of Private Clients. His number is 020 7123 4742.

Email Joe