Our heritage in Marlborough can be traced back to 1994, with the acquisition of the private client business of Seymour Pierce Butterfield. Although the office has grown and evolved much since, we continue the tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals.
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 the very successful Marlborough Literary Festival.