If you are not working with one of our advisors yet, our New Enquiries Team can help you learn more about us and put you in touch with the right person.
New client enquiry number
Prefer to pick up the phone? You can also call our New Enquires Team directly at 0330 390 9191
Other enquiries
Whether you have a question about our services, or want to get in touch with someone specific, we can help.
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Adam Lowe
Investment Director
Adebola Babatunde
Senior Financial Planning Director
Adrian Maxwell
Head of Charities, Liverpool
Adrian O'Neill
Senior Investment Director
Ahmed Elgwahry
Investment Director
Ahmed Makama
Team Assistant
Aidan Edgerton
Financial planner
Ailsa Weir
Assistant Investment Manager
Akhil Kapur
Financial Planning Director
Alan Dobbie
Fund manager
Alan Martin
Investment director, Rathbones Investment Management International
Alanah Fleming
Financial planner