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Please note, the information provided in this website is aimed at all types of investor and some articles and links may be geared towards non-retail investors (such as professional and institutional investors).
If you are a retail investor and you access an article or piece that is intended for professional investors, you should be aware that the information is not intended for you to rely on or use as a basis for making an investment decision.
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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 manages the team and he works from both our London and Sherborne offices. He can be reached on 020 7534 9871.Email James
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
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
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 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
Joe is based in London and supports James Johnsen, Head of Private Clients. His number is 020 7123 4742.Email Joe