Based in the centre of Cheltenham we have had an office here for more than 40 years, now managing over £1 billion of funds on behalf of our clients. Our emphasis on investment continues into the wider community, with the office supporting Cheltenham Festivals and the Everyman annually, as well as raising money for other local charities.
Tristan George, Head of Office
Predominantly growing by personal referrals, the office continues to go from strength to strength. We pride ourselves on delivering a personal service.