Bristol Office

Second Floor
Three Temple Quay
Temple Way
BS1 6DZ

Office information

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.

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.

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

Head of Office

Paul Bazzone
Head of OfficeInvestment Manager

Business Development

Edward Walker
Regional Development Manager

Meet the team

Paul Bazzone
Head of Office,Investment Manager
Wilf Blake
Investment Manager
Victoria Caddick
Investment Director
Ben Deidun
Investment Administrator
Neill Eggins
Investment Director
Lois Hawkins
Administrator
Toby Saunders
Investment Manager
Owen Jennings
Investment Manager
Julie Phelps
Investment Administrator
Kate Price
Investment Manager
Matthew Dawson
Investment Manager
Nick Lamb
Investment Manager
James Rodgers
Investment Director
Anthony Stilwell
Investment Executive
Joe Vaughan
Investment Manager
Edward Walker
Regional Development Manager
Ben Medland
Investment Administrator
Rafal Mocko
Administrator