Value proposition

True wealth is about more than money

Bloomsbury is a City-based, award winning wealth management and financial planning firm led by Robert Lockie and Charles Wood. We specialise in helping successful business people, their life partners and families to overcome the challenges involved in managing significant wealth. We act as personal wealth advisers to a select number of families with highly complex affairs to deliver tangible and substantial value. We build relationships with our clients based on trust, respect and understanding and work with them, empowering them to live life to the full, secure in the knowledge that their financial affairs are structured in the best possible way to enable them to achieve their goals. Bloomsbury and Bloomsbury Wealth are trade names of Raymond James Investment Services Ltd (Raymond James). Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 3779657. Registered Office Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.

Post capital realisation wealth planning, Post divorce settlement planning, Estate planning, and Non-predictive investment portfolio management