Independent. Focused. Caring.

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


One of the most exciting developments for the firm in 2017 was our acceptance as provisional members of the Global Association of Independent Advisers (GAIA) an association of evidence-based financial planning firms from around the world who have come together to share best practices and to develop further the financial planning profession.

Membership is by invitation only and we were required to undergo a stringent due diligence process before our membership was confirmed. Bloomsbury is one of only three member firms in the UK.


If you would like to find out a little more about our team members

click on the photographs below.

Wealth Managers

With a wealth of experience

Why do I do what I do? Proper financial planning is not about the money, it’s about the people…and I really love working with people.

Carolyn Gowen

Investment Manager & Branch Principal

A life-changing article about clients’ goals being paramount spurred Robert on and when he joined Bloomsbury at the beginning of the millennium he found the firm’s philosophy and ambition inspiring.

Robert Lockie

Investment Manager & Branch Principal

A desire to provide the best advice possible and help clients, kept Charles focused on his planning career. A move to Bloomsbury enabled him to develop his passion for helping families achieve their goals.

Charles Wood

Wealth Planning Manager

Wealth Planning Team


Find out the motivation behind Emma’s choice of a career in financial planning after successfully completing a degree in Geography at Sheffield University.

Emma Stalkartt

Wealth Planning Executive

Joining Bloomsbury Tania realised the great sense of achievement in helping clients to have peace of mind.

Tania Puente Rivera

Wealth Planning Assistant

The variety of modules on her university course led Luisa to discover her desire for work in the best interests of others and help them reach their financial goals.

Luisa Rua Estrada

Wealth Planning Assistant


Keeping the non-planning business functions running smoothly

A love of organising and service excellence was a perfect combination for Camilla to gain her role as Business Manager at Bloomsbury.

Camilla Lees

Business Manager

An advert for an ‘English Ace’, was an ideal opportunity for Elaine who is passionate about the English language and great communication.

Elaine McErlean

Marketing & Communications Mgr

Myrren always finds where the missing 1p went! Motivated by keeping her own finances under control led her to realise just how much she enjoyed doing the same in her work.

Myrren Wildman

Financial Controller

Working at Bloomsbury has strengthened my conviction that this is the sector for me.

Audrey Wilding

Operations & Marketing Assistant
Interested in joining our team? If we have a role to fill the button on the right will let you know. [et_bloom_locked optin_id="optin_2"] content [/et_bloom_locked]

“Twenty years from now you will be more disappointed by the things you didn’t do than by the things you did. Mark Twain

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