We were thirteen on the 1st of October 2013. We started our wealth management company in a beautiful Georgian building in Devonshire Square here in the City of London although we have moved along the way to one of the City’s most famous financial streets, Lombard Street.
Our aim was to deliver demonstrably superior independent wealth management services to clients than that typically available from private banks and larger stockbrokers and investment managers. A bold statement but one we hope we are making good on. In our short thirteen years we have become one of the UK’s most respected boutique wealth managers.
We have been recognised by some of the most sought after awards and accolades in our sector.A willingness to be weighed and measured against our peers and those most important to us, our clients, has seen us named as the UK’s Leading Adviser for the last four years consecutively, as a Top 25 Independent Financial Adviser also for the last four consecutive years. Investor in Customers awarded us a special award as the company with the highest client satisfaction scores based on client responses of any company in any sector they had assessed. This was on top of being the first UK wealth manager to be assessed as Exceptional in their rigorous methodology. The highly respected Spear’s Wealth Management Index, nicknamed the Oscars of the Financial World, have recognised CEO Lee Robertson as one of the top fifteen private client wealth managers in the UK today. In fact amongst the many awards we have won, which can be viewed in the Reputation section, all of our senior directors have been recognised in some way for their commitment to clients and their expertise.
Along the way we have always wanted to ensure clients not only benefitted from our experience but also our sense of fun. We hold regular events, both informative and social and this collection of photographs covers our pre-teenage years from our first office through events and our favourite client parties. We hope you enjoy them and that they give you a feeling for the type of wealth manager we are. If you are not yet a client we invite you to explore unique, boutique wealth management.