If you are not working with one of our advisors yet, our New Clients 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 Clients 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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Rory Bodycombe
Associate Investment Manager
Aimee Bolton
Paraplanner
Christophe Borysiewicz
Investment Director
Ed Boswell
Financial Planner
James Boulter
Head Of Portfolio Management
Jasper Bowden
Associate Investment Manager
James Bowman
Senior Financial Planner
Joe Boxer
Financial Planning Assistant
Samantha Boyd
Investment Director
David Bracey
Associate Investment Manager
Taylor Brady
Trainee Wealth Planner
Will Bragg
Investment Director