Leicester Office

Provincial House
37 New Walk
Leicester
LE1 6TU

Tel: +44 (0) 116 249 3000

Fax: + 44 (0) 116 247 1555

Office information

Our investment managers are all qualified to QCF level 6 and are able to use their extensive skills and experience to create the best possible investment solutions for our clients, creating strong and long lasting relationships.

Alongside the personal service we offer our clients, we’re proud of our active work within the local community.

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

Head of Office

Graeme Lea
Head of Office

Business Development

Tim Smith
Business Development Manager

Meet the team

Christian Ashley
Investment Manager
Emma Calcutt
Investment Administrator
Andy Gray
Investment Manager
Tim Horrocks
Investment Manager
Tim Smith
Business Development Manager
Graeme Lea
Head of Office
Carl Millard
Investment Manager
Julie Worrall
Investment Administrator
Martin Andrews
Investment Manager
Alex Wyatt
Trainee Investment Manager
Rachel Bentley
Investment Administrator
Sebastian Taylor
Investment Manager
Shilpesh Patel
Trainee Investment Manager
Jack Blurton
Investment Administrator