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Investment Management in Oxford

regional office:

Oxford

"Oxford has a great team of investment professionals who are proud to work for a firm which is highly regarded by both clients and industry peers alike. Our pride stems from our ability to provide professional advice and management whilst benefitting from combined in-house and external research to form balanced opinions. This enables us to act with full autonomy when considering investment advice and bespoke portfolios for our clients, with whom we cultivate and enjoy long lasting relationships.A large proportion of our clients in Oxford have been with us for many, many years."

Simon Scott-White, Branch Manager

The Oxford office looks after private clients, financial advisers, trustees of charities, solicitors, accountants, and corporate clients. We manage investment portfolios including ISAs, SIPPs and other pensions as well as offering  traditional investment management services. 

Our Investment Management Team

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Simon Scott-White

Branch Manager

T: 01865 320007
[email protected]

Helen Merrington-Rust MBE Chartered FCSI

Senior Investment Manager

T: 01865 320002
[email protected]

John Shelvey

Senior Investment Manager

T: 01865 320005
[email protected]

Sara Anscombe Chartered FCSI

Senior Investment Manager

T: 01865 320014
[email protected]

Duncan Graham

Senior Investment Manager


[email protected]

Giles Arkell Chartered FCSI

Senior Investment Manager

T: 01865 320003
[email protected]

Grant Fairbairn Chartered FCSI

Senior Investment Manager

T: 01865 320010
[email protected]

Hayley Warner ACSI

Trainee Investment Advisor

T: 01865 320012
[email protected]

Heidi Feldon

Branch Assistant

T: 01865 320013
[email protected]

Ria Shepheard ACSI

Office Manager

T: 01865 320001
[email protected]

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LATEST OXFORD NEWS

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28/10/2015

Love is in the air

Sara Anscombe from the Oxford office becomes Mrs Cooper

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Congratulations to Grant Fairbairn who recently got married in the picturesque Lake Bled in Slovenia.

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