The Bristol office is located at the top of Great George Street, off Park Street, a short walk up the hill from College Green. We have had an office in Bristol for over 15 years following the hiring of a team of investment managers in 1999. Today, we have 16 staff who manage and administer investment portfolios on behalf of private clients, charities and trusts via our personalised approach to portfolio management.
As investment specialists, we focus on managing investment portfolios across a range of structures, including Pensions (SIPPs & SSASs), ISAs, Trusts and Offshore Bonds. We work closely with third party advisers including Independent Financial Advisers, who can help our clients determine how best to structure their investment portfolios.
Branch head: Toby Clarkson