Bloomsbury

Independent Financial Adviser Bloomsbury Wealth Management UK Ltd, 30 Crown Place, Greater London, London, EC2A 4BT
FCA verified
13th August 2018
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
    • Ethical investments
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
Meet our advisers
adviser-person
Robert Lockie FIFP CFP
Branch Principal
adviser-person
Carolyn Gowen FIFP CFP
Branch Principal
adviser-person
Charles Wood BA (Hons) APFS
Wealth Planning Manager
adviser-person
Samantha Baber-Scovell APFS CFP
Wealth Planning Manager
Where to find us
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.

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

Bloomsbury and Bloomsbury Wealth are registered trade marks used under an exclusive sub-licence from Raymond James Investment Services Limited (Raymond James). Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales 3779657. Registered Office Broadwalk House | 5 Appold Street | London | EC2A 2AG

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