Proudly serving Wales and the West Country

We have a presence across the world, combining local service excellence and experience in advising clients with the investment expertise of a truly global investment manager.

We recognise that it is important to deal with professionals who are local to you wherever you live and so we have teams based across the UK.

Our South-West based team covers England and Wales, with Portfolio Director Rhys Twomey leading business development across Wales and Regional Head Robert Nye leading from Bristol.

To discuss your wealth management requirements, or to find out more about our services, please contact your local team using the details below, or leave your details here and we will contact you.

Watch our video to learn more about our regional office

Robert Nye

Regional Head - South West

+44 (0)117 457 1731

Lee Sweeting

Wealth Planning Director

+44 (0)117 457 1733