Bournemouth Office Team

Peter Bell

I provide discretionary and advisory services to private clients, trusts, offshore bonds, charities and personal pension schemes. I work with both private individuals and professional intermediaries. I focus on providing a personal and professional service to all clients and genuinely create bespoke portfolios tailored to individual needs and requirements.

Philip Bell

I manage assets for a range of clients including private individuals, trusts, charities and pensions.  Whether you have existing investments in any of these areas that you wish to be reviewed or if you have cash to be invested, I will be delighted to speak with you.   Often my clients are seeking a joined up approach to the management of family wealth, thinking about next generations or have inherited money or sold a business and they need guidance as to how it should be invested to meet their needs.  I would welcome the opportunity to listen to what you require and develop an approach with the aim to meet your requirements.

My focus is on providing a personal service, listening to what my client needs and then tailoring my service in a manner that is clear, understandable and transparent.

Alistair Cannings

I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office.

Jennifer Tack

I provide support to an experienced team of investment managers who focus on managing investment portfolios for private individuals, trusts, charities and pensions. I enjoy having direct contact with both clients and financial advisers on a daily basis, to whom I am a key point of contact to provide assistance.

Amanda Cook

My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching.

Hannah Dampney

I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.

Darren Elmes

As an Investment Manager, my priority is to help clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I build them  tailored but dynamic, tax efficient portfolios that suit their present and future needs. I specialise in providing investment and portfolio management advice for all generations and I manage a wide range of discretionary investment portfolios on behalf of private clients including ISAs, pensions, offshore bonds, Trusts and companies. To ensure the best possible outcome for my clients I work closely with our experienced in-house research team to identify suitable solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over many years.

Hannah Gibson

I provide investment support to Scott Jones and Will Thomas, as well as liaising directly with clients and advisers. As a team, we manage portfolios on behalf of private clients, trusts, company pension schemes and charities. Through working with our clients, we look to create and manage bespoke portfolios which meet their needs and objectives. Our approach is always to ensure we can provide a truly personal service and become trusted advisers.

Steve Hart

I help clients with some of the most important decisions they'll ever make regarding their financial future and take pleasure, and pride, in helping multi-generations of the same family. I take a great deal of care to ensure I fully understand my clients' financial circumstances and their future goals, to evolve and develop plans over time which deal with life changes. I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as managing funds on behalf of charities and not-for-profit organisations.

Robert Jones

I help clients with some of the most important decisions they'll ever make regarding their, and their family's, financial future. Many of my clients are investing for the first time so ensuring they understand how investments work, what can happen (good and bad) and how we work together is a key starting point. Building trust and understanding at the outset is crucial and if I feel our services, or investments generally, aren't suitable for them I will tell them up front. Equally, I have a large number of clients who have been serial investors for many years. Here I add value by ensuring their existing investments are best suited for the risk appetite they have, make sure costs are trimmed wherever possible, and give thought to educating future generations or their spouse on how the investments can help them in the future. I work on my own directly with clients or hand in hand with other intermediaries such as IFAs or Solicitors, so I am used to working in a variety of different ways to provide the service a client needs.

Scott Jones

I work closely with clients and their professional advisors, to achieve the most suitable investment solutions for them. My client base consists of private individuals, companies, Trusts and charities. My aim is a simple one; to become a deeply trusted advisor and to ensure we always deliver a high standard of personal service. The key to this is good, straight forward, dialogue and communication. This should ensure that my clients and their advisors feel empowered and confident at all times and I have sufficient knowledge, to make the correct investment decisions. As Head of the Bournemouth Office, I strive to ensure these standards exist and are consistent across the Bournemouth team.

David A Jones

I manage private client and corporate portfolios for both domestic and international clients.

Oliver Legg

I manage investment portfolios for a wide range of onshore and offshore clients including private individuals, trusts, charities and personal pension schemes.

Thomas Rich

I manage a wide range of discretionary portfolios on behalf of private clients, pension funds and trusts. I’m heavily involved with the IFA community and have built strong relationships with professional intermediaries in the local area and beyond.

Will Thomas

I manage investments for a wide variety of individual clients.

Leanne Whitter

I support the business development director in our Bournemouth office. My responsibilities include organising in-house meetings, roadshows, investment dinners and hospitality events, as well as dealing with requests and queries from professional advisers.  I also provide general support to the investment managers.