We are well aware that everyone's situation and goals are different. That's why we take the time to get to know you, and why we pride ourselves on our ability to listen. When it comes to helping you reach your investment objectives, we believe a thorough understanding is the essential first step. Listening - in our view - is the essence of effective wealth management.

 

Click to view Board Members


David Baker, Chartered MCSI, Managing Director
Ian Blackman, ACSI, Director
Adrian Starr, Chartered FCSI, Director
Allan Stewart, Chartered FCSI, Director
Giulio Battaglia, Non-Executive Director
Edwin Wulfsohn, Non-Executive Director
Catherine Griggs, Non-Executive Director

 

Click to view Wealth Management Team


David Baker, Investment Adviser
Ian BlackmanInvestment Adviser
Adrian StarrInvestment Adviser
Allan StewartInvestment Adviser
Matthew BaileyInvestment Adviser
Gill Thompson-Daly, ACSI, Compliance Officer, MLRO & MLCO
Sarah Lonergan, Affiliate CSI, Executive Assistant

 

Click to view Business Development


James Strong, Associate Director