The Marlborough office became part of the Group in 1994, with the acquisition of the private client business of Seymour Pierce Butterfield. The office now has ten divisional directors and more than 30 staff who look after in excess of £665m.
We focus on private client wealth management, ranging from small collective investment based portfolios through to personalised portfolios for individuals, SIPPs and charities. The office also includes the specialist Court of Protection team. Our overall service to clients is enhanced by strong in-house financial services expertise covering all aspects of personal finances from pensions through to inheritance tax planning. The Marlborough office is actively involved in local life and is delighted to be the lead sponsor of both the annual Marlborough International Jazz and Literary festivals.
If you would like any further information, please do not hesitate to contact us.