Your ideas deserve expert support. Our Birmingham wealth management team provide comprehensive financial advice, investment management services, and private banking facilities – shaped around your specific needs. Whether you’re a private client planning your future, an intermediary serving your clients, or a charity advancing your mission, we’re here to help you move forward with confidence.

Let’s turn your goals into action. Get in touch today.

How to get to the office

Our office in Birmingham office is located in the city centre, right next to Birmingham Snow Hill station.

Key contacts

Private Client

Menna Cule

Senior Director, Client Advice

Intermediaries

Paul Cox

Business Development Manager

Charities

David Judge

Director, Wealth Manager

Ed Caswell

Director, Wealth Manager

Contact us

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Find out how we can help guide your wealth journey.