Liverpool Office

5 St Paul’s Square
Liverpool
L3 9SJ

Tel: +44 (0) 151 243 2160

Fax: +44 (0) 151 243 2170

Office information

Our team includes 13 qualified investment professionals with an average experience of over 15 years. We combine a modern, contemporary approach to investment management with a traditional, personalised service. Our clients range from private individuals to intermediaries and charities.

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:

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

Nigel Hibbert
Head of Liverpool Office

Business Development

Paul Ruscoe
Regional Development Manager

Meet the team

Nigel Hibbert
Head of Liverpool Office
Graham Jones
Investment Director
Anna King
Investment Administrator
Emma Lee
Investment Administrator
David Lowe
Investment Director
Jonathan McCall
Investment Director
Alison Moore
Investment Director
Catherine Morris
Investment Director
Paul Ruscoe
Regional Development Manager
Angela Shaw
Investment Administrator
Richard Thorn
Head of Regional Offices
Tim Timotheou
Investment Director
Peter Tod
Investment Director
Myles Tunstall
Investment Manager
Simon Walker
Executive Director
Matthew Whelan
Investment Manager
Fraser Wilkinson
Investment Director
Matthew Powell
Investment Administrator
John Willis
Investment Manager
Michael McNulty
Investment Administrator
Robert Bolger
Investment Administrator
Oliver Hearn
Trainee Investment Manager
Sarah Bradshaw
Investment Administrator
Lauren Brough
Investment Administrator
Lorraine Antypova
Investment Manager