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Bloomsbury

Independent Financial Adviser  Bloomsbury Wealth Management UK Ltd, Greater London, London, EC2A 4BT
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FCA authorised
Last authorised 11th January 2021
Providing STRATEGY, STRUCTURE and SUPPORT on private wealth planning to successful families so they can BE, DO or HAVE anything.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
Meet our advisers
Samantha Baber-Scovell APFS CFP
Wealth Planning Manager
Charles Wood BA (Hons) APFS
Wealth Planning Manager
Carolyn Gowen FIFP CFP
Branch Principal
Robert Lockie FIFP CFP
Branch Principal
About us

We are a London based branch of the large Raymond James organisation, wholly owned by our staff. We combine the quality and intimacy of a small company with the massive financial and infrastructure resources of a large US based company.

Our services

Providing project management, strategic overview and trust based personal service based on low ratio of clients to staff. We are particularly good at dealing with multi-generational, highly complex and significantly wealthy families which may have an international dimension.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Bloomsbury Wealth Management UK Ltd, 30 Crown Place, Greater London, London, EC2A 4BT

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