Private Client Managers

Our Private Client Service is committed to providing a bespoke, individualised experience. The aim is to optimise your wealth. Our Account Managers provide exclusive contact with our specialised Advisers.

With consistent reviews, your Adviser will adapt your plans to best serve whatever shift in responsibilities, desires and goals you may have. At every stage, we can be with you, providing tailored guidance, insights and access to the right advice.

  • Jan Mintowt

    Jan Mintowt

    Head of Private Client Account Management

  • Martin Lockyer

    Martin Lockyer

    Managing Partner

  • Ronald Olufunwa

    Corporate & Private Client Manager

  • Danny McFarlane

    Director of Private Clients & Partner

Do you want to get in touch?

We are happy to answer any questions you may have before starting your finance journey. Feel free to contact us today!

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