Our people & locations

As a national UK firm, you are never far away from one offices. We offer the convenience that comes with being local to you and can meet in our offices on the phone or somewhere else, such as your home.

Find someone local to you Find an office near you

Our offices

Here are a few of our most commonly searched for offices.

South West

Exeter

See the Exeter office
Midlands

Leicester

See the Leicester office
Midlands

Birmingham

See the Birmingham office

Our people

Planning for the unexpected
Read Julie's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
By Julie Crombie
Financial Planner
Keep calm and carry on investing
Read Jeremy's story about Linda, who opened a discretionary portfolio with us years ago, valuing our personal approach and level of communication with her. She has since brought her children into the conversation too.
By Jeremy Robinson
Senior Investment Manager
Making a fresh start after divorce
Read Nicola's story to find out how she helped her clients, Sharon & Patrick during their divorce, handling their assets separately but considering the needs of the family and prioritising their children’s well-being.
By Nicola Loudon
Investment Manager
The generation game
Read Henry's story about how after his current clients, Sue & Steve introduced their son, James, to Henry, they were able to build a common ground before James started investing with us.
By Henry Webster
Investment Manager