Private Client Managers
Our Private Client Service is committed to providing a bespoke, individualised experience. The aim is to optimise your wealth. Our Account Managers provide exclusive contact with our specialised Advisers.
With consistent reviews, your Adviser will adapt your plans to best serve whatever shift in responsibilities, desires and goals you may have. At every stage, we can be with you, providing tailored guidance, insights and access to the right advice.
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Jan Mintowt
Head of Private Client Account Management
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Martin Lockyer
Managing Partner
Do you want to get in touch?
We are happy to answer any questions you may have before starting your finance journey. Feel free to contact us today!