×

Who we are

Independent. Focused. Caring.

Bloomsbury Wealth specialise in the provision of wealth management and financial planning from our City based office and has existed in its current form since 2004.  We were  among the first CISI Accredited Financial Planning Firms and all of our professional staff hold the internationally recognised Certified Financial Planner certification. 

The firm is a commercially independent investment management practice under a contract for services with Raymond James Investment Services Ltd (Raymond James) who provide the administration, access to the custodian, compliance oversight and FCA authorisation.  Financial planning, portfolio management and client care are conducted from the Bloomsbury Wealth office.

 

We will work with you to ensure that your financial affairs are structured in the best possible way to enable you to achieve your goals. If this sounds like the way you like to work it’s easy to start a conversation.

accredited

If you would like to know a little more about the backgrounds of the members of our team, click on their photographs below.

Our Team

Carolyn Gowen

CFP™ Chartered FCSI

Chartered Wealth Manager
Investment Manager & Branch Principal

Robert Lockie

Robert Lockie

CFP™ Chartered FCSI

Chartered Wealth Manager
Investment Manager & Branch Principal

Charles Wood

FPFS CFPTM Chartered MCSI Chartered Wealth Manager

Wealth Planning Manager

Camilla Lees

Business Manager

Elaine McErlean

Marketing & Communications Manager

Myrren Wildman

Financial Controller

Emma Stalkartt

Wealth Planning Executive

Martin Cannon

Wealth Planning Executive

Tania Puente Rivera

Wealth Planning Assistant

Luisa Rua Estrada

Wealth Planning Assistant