“The ethos at the Chelsea 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 wealth planning advice and tax planning; others require investment management services; whilst advisory clients seek efficient execution of transactions or higher risk trading ideas. The team at the Chelsea branch is proud to boast more cumulative years of service in the firm than any other branch. We welcome new clients and encourage existing clients who are happy with our service to refer us to other colleagues or friends.”

James Dunn, Branch Manager