Bloomsbury Wealth specialises in the provision of financial planning and wealth management
from our easily accessible office based in the City of London.
Our firm is a commercially independent investment management practice under a contract for services with Raymond James Investment Services Ltd (Raymond James) which provides access to a global custody service to safeguard your investments, compliance oversight and Financial Conduct Authority (FCA) authorisation.
Financial planning, portfolio management and client care are conducted from our City based office. We were among the first CISI Accredited Financial Planning Firms and all of our professional staff hold the internationally recognised Certified Financial Planner™ certification.
We will work closely with you to ensure that your financial affairs are structured in the best possible way to enable you to achieve your goals and make informed decisions about your wealth. We love what we do, giving you the freedom to do what you love. If this is how you like to work it’s easy to start a conversation.
“If you can’t explain it to a six year old, you don’t understand it yourself.” Albert Einstein
“Bloomsbury is down to earth and great to work with, they listen to your personal situation and goals to make the financial plan help you live the life you want.”
“Bloomsbury takes the time to understand our personal goals and helps us to plan our personal finances accordingly. My wife & I sleep well at night, confident that Bloomsbury is looking after our best interests.”
"Bloomsbury’s planning has enabled us to truly retire (in my early 40s) – to stop worrying about stockmarket movements and our personal wealth. I have absolute confidence that our financial affairs are in safe, capable and innovative hands. Bloomsbury do exactly what they say they do."
“Bloomsbury has provided us with professional and invaluable wealth management advice whilst we have lived in Istanbul, Dubai and now the United States. We have a high level of confidence that our wealth is being well managed.”
“We wanted a one stop wealth management service tailored to our needs and Bloomsbury has delivered. Its professional, common sense approach gives us peace of mind and total confidence that our future financial security is in very safe hands. “
CEFEX Investment Advisor Certification
If you would like to find out a little more about our team members
click on the photographs below.
“I realised what a privilege it is to be such an integral part of people’s lives” Carolyn Gowen reflects on her career as a financial adviser, how the industry has changed and why robots will have a tough task replicating the human touch.
“Twenty years from now you will be more disappointed by the things you didn’t do than by the things you did. Mark Twain“