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Bristol office

Bristol contact details

Our offices are open from 9:00am to 5:00pm, Monday to Friday.

Bristol contact details

We’re here to work with you to create the best possible investment solutions. Whilst we have specialist knowledge of Friendly Societies and a track record of expertise with Self-Invested Personal Pensions (SIPP) and Small Self-Administered schemes, our clients have a great breadth of investment goals and we have the skills and experience to suit.

Bristol contact details

Our services

With offices in London and across the UK, as well as Jersey, Dublin and a DIFC branch in Dubai, we are able to offer easy access to our services wherever you are based.

Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management.

Our services include:

  • Discretionary Portfolio Service
  • Managed Portfolio Service
  • Managed Portfolio Service on Third-party Platforms
  • Multi Asset Funds
  • Advice and Dealing

Meet the team

Nik Ramsey

Head of Bristol Office & Investment Manager

Dylan Jacobs

Regional Development Manager

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

Contact us

The Bristol team

Find out more about your local investment team and how you can contact them.

The Bristol team

The value of your investments and the income from them can fall and you may not recover what you invested.