Piccadilly
The ethos at the Piccadilly branch is to provide our clients with a high level of personal service. Investment advice is our core service and this is tailored around a full understanding of our clients’ individual circumstances.
Every client is treated on a bespoke basis. For some we offer broad financial planning advice and tax planning; others require investment management services; whilst advisory clients seek efficient execution of transactions or higher risk trading ideas.
There are five team members in the Piccadilly branch and we are proud to boast more cumulative years of service in the firm than any other branch. We welcome new clients and encourage existing clients, happy with our service, to refer us to other colleagues or friends.
James Dunn FSI
Private Client Partner, Branch Manager
