We are well aware that everyone's situation and goals are different. That's why we take the time to get to know you, and why we pride ourselves on our ability to listen. When it comes to helping you reach your investment objectives, we believe a thorough understanding is the essential first step. Listening - in our view - is the essence of effective wealth management.


Click to view Board Members

David Baker, Chartered MCSI, Managing Director
Allan Stewart, Chartered FCSI, Director
Tracey Walker, Chartered FCSI, Director
Giulio Battaglia, Non-Executive Director
Catherine Griggs, Non-Executive Director


Click to view Wealth Management Team

David Baker, Investment Adviser
Adrian Starr, Investment Adviser
Allan Stewart, Investment Adviser
Tracey Walker, Investment Adviser
Matthew Bailey
, Investment Adviser
Gill Thompson-Daly, ACSI, Compliance Officer, MLRO & MLCO
Sarah Lonergan, Affiliate CSI, Executive Assistant


Click to view Business Development

Ian Blackman, Consultant