Martin
Lockyer | Kevin
Hughes | Nick Albery | Mark
Davies | Julian Fidler |
James Gardiner | Jonothan Hayman | Neil
Howell | Tracey Le-Fort | Darren
Levene | Chris Loake | Patrick
Marshall | Ronald Olufunwa | Jamie
Perkins | Howard Sheard | Adam
Stone | John Shirley | Martin
Tewkesbury | Carey Wilson
James
Gardiner:
James’s
primary focus is the creation of sophisticated investment strategies
for clients using both traditional and alternative investment
vehicles.
His
clients are predominantly city based individuals or families with
inherited wealth, looking for a high level of personable service.
He also carries out work for the clients of a number of solicitors’ firms
and discretionary management firms based in London.
James
is a key member of the Westminster Investment Executive, responsible
for research & analysis on US and European equities. The committee
meet weekly to discuss the Westminster portfolios and underlying
asset allocations.
His
other focus is as the firm’s Equity Release specialist. Equity
Release is a growing marketplace with the extraction of capital
or income from clients’ properties potentially playing a key role
with regards to Inheritance Tax and Retirement planning.
Outside
of the office, James’s hobbies include surfing and skiing.
