Our heritage in Marlborough can be traced back to 1994, with the acquisition of the private client business of Seymour Pierce Butterfield, and the office has continued to grow and evolve ever since.
The value of investments and any income from them can fall and you may get back less than you invested.
Marlborough
About us
We focus on private client wealth management through personalised portfolios for individuals, SIPPs, Trusts, 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.
Marlborough
Woodstock Court, Blenheim Road
Marlborough
Wiltshire
SN8 4AN
Meet The Team
Head of Office
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Valued by our clients
We have strong and sustained client satisfaction in both of our last annual surveys.