City
Located at the heart of the City, close to the Guildhall, we have personal contacts in most of the major financial institutions. Our aim is to give you access to the best funds, investment themes and ideas in London, on either an advisory or discretionary basis.
The four Brokers in the team share more than 60 years experience of private wealth management and our focus is 100% on delivering bespoke solutions to you, the individual client.
We will actively help you to achieve your financial goals and our commitment is to provide you with the best possible advice and levels of service. The key to a successful and enduring relationship is personal chemistry and trust. Please call James or Christine to arrange a meeting.
James Gatehouse ASI
Private Client Partner, Branch Manager
