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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.

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Independent.

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.

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Focused.

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.

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Caring.

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

WHAT OUR CLIENTS SAY

  • “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.”

    Mr DW (senior executive FTSE250 company) - client since 1998

  • “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.”

    Mr GN (business owner) - client since 2005

  • "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."

    Mr W – client since 2001

  • “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.”

    Mr & Mrs M – clients since 2007

  • “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. “

    Mr & Mrs H (retired business owners) - clients since 2005

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.

CEFEX Investment Advisor Certification

CEFEX-Mark

CEFEX, Centre for Fiduciary Excellence LLC, a Fi360 company, is an independent certification organisation. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisers, recordkeepers, administrators and managers. It conducts assessments according to the principles of the international standard ISO/IEC 17021. The ISO 17021 standard serves as a foundation for facilitating the recognition of CEFEX certification in the interests of national and international trade. Certification provides independent demonstration that the management system of the organisation: conforms to specified requirements described within a standard, is capable of consistently achieving its stated policy and objectives and is effectively implemented.

Bloomsbury Wealth was certified against the “Prudent Practices for Investment Advisors” standard, which relates to how investment advisory firms assume responsibility for managing a client’s overall investment management process including the selection, monitoring and de-selection of investment managers, and the development of processes to implement investment strategies and fiduciary practices on an ongoing basis. For more information about CEFEX, please visit www.cefex.org. For more information about Fi360, please visit www.fi360.com

OUR TEAM OF EXPERTS

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
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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
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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 & Branch Principal

Wealth Planning Team

Providing key support to the Wealth Managers
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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
Michael-Wakeham

I found that I loved working through the intricacies of a client’s plan and following them on their journey from start to finish gave me great satisfaction.

Michael Wakeham

Wealth Planning Executive
Audrey-Wilding2

I left my Master’s program with two scholarships. I couldn’t wait to come back to London and to a company who treated not only me but our clients like family.

Audrey Wilding

Wealth Planning Assistant

ADMINISTRATIVE TEAM

Providing key support to the Planning Team and keeping the non-planning business functions running smoothly
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Little did I know that my sister-in-law, Carolyn, had other plans, so here I am as the Financial Controller of Bloomsbury Wealth.

Deborah Corless

Financial Controller
While we currently have no employment opportunities, we are always interested to hear of good people who would like to work with us so if you think you qualify, please contact truewealth@bloomsburywealth.co.uk [et_bloom_locked optin_id="optin_2"] content [/et_bloom_locked]

SOME OF OUR MOST POPULAR PUBLICATIONS

“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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