Financial Advisers in London

London and the South East

London is our co-headquarters, where our team of highly specialist financial planners and portfolio investment managers provide high-net-worth advice.

Wealth and financial wellbeing

Bespoke investment management and financial planning in London and the South East.

Financial affairs can become complex. Our expert, professional advice uses sound financial planning and investment management, from partners you can trust, to bring simplicity.

How we work in London & the South East

Our London office combines the best of our financial planning and discretionary fund management services.

Your atomos financial planner will discuss your wealth and lifestyle priorities with you. Together you’ll shape the bigger picture of how to use your money to achieve your ambitions. Then we’ll draw up a detailed financial plan aiming to get you there, including a suitable investment strategy. Divorce, NHS pensions and helping business owners are our particular specialisms.

Discretionary fund management services

For particularly high-net-worth individuals, families and organisations, we offer bespoke discretionary fund management. A portfolio manager will take into account capital gains tax planning and any investment restrictions you may have. They can include individual stocks as well as funds, creating dynamic portfolios which are regularly rebalanced.

Our London office is our central hub for discretionary fund management, housing our investment team and senior leadership. They provide their expertise to our financial planners across the UK and to independent financial advisers, so you get the best advice, wherever you are. Get in touch to discuss how we can help.

Helen Howcroft

Private Client Director

Helen understands the life‑changing impact that thoughtful, strategic financial planning can have. Having lost both parents at the age of ten, she experienced first‑hand how a skilled and compassionate financial adviser can provide stability, security and a sense of future. That early experience shaped her career and continues to influence the way she supports her clients today.

A Chartered Financial Planner and Fellow of the Personal Finance Society, the highest level of professional recognition in the industry, Helen specialises in advising clients with complex and multi‑layered financial affairs. Her expertise includes working with high‑ and ultra‑high‑net‑worth individuals, business owners, clients navigating divorce, and families managing intergenerational wealth and inheritance tax planning.

Helen is known for her diligence, technical depth and calm, methodical approach to problem‑solving. Equally, she is recognised for her empathy and ability to empower clients, particularly women, to feel confident and informed about their financial decisions. Before joining the firm, she founded and led her own Chartered financial planning practice, bringing valuable entrepreneurial insight to her work with business‑owner clients.

Clients choose to work with Helen for her blend of expertise, integrity and emotional intelligence and for the reassurance of knowing they have a trusted partner by their side for every major financial decision.

Sean Walsh

Head of London & Marlow Office, Financial Planning Director

Sean’s specialism is Life-Centred Financial Planning. This means he believes in finding out ‘why’ you want to achieve what you wish with your wealth, before discussing ‘what’ advice you need. It helps him create your unique financial plan.

Achieving Chartered status and as a Fellow of the Personal Finance Society, its highest accolade, Sean is highly qualified and experienced. He provides specialist advice to clients who are financially ambitious, medical professionals, farmers and landowners.

Stuart Rosling

Head of London Office, Senior Portfolio Manager

Stuart has over 25 years of industry experience, much of which has been spent in the advisory stockbroking industry. Previously he has worked at Merrill Lynch Investment Managers, Barings and most recently Killik & Co Stockbrokers. Stuart is a member of the Institute for Securities and Investments.

He has a degree in economics and has gained a diploma in the Private Client Investment Advice and Management exam.

Alyssa Danker

Experienced and professional, Alyssa is an integral part of the portfolio management team.

Archie Spurway

Archie's analytical mindset brings rigour and discipline to our investment process.

Eleanor Ingilby

Ellie is our Head of High Net Worth who’s worked within the industry for over 12 years.

Eric James

Eric brings analytical rigour and a personal touch to every client relationship

Gemma Stewart

Trust. Integrity. Empowerment. Gemma’s mission is to ensure your wealth works for you.

Helen Howcroft

Using her extensive technical expertise, Helen ensures clients can be confident in their financial plans.

Ian Cosnett

A lifelong financial services professional, Ian is now bringing on the next generation.

James Bremner

James inherited both a passion for wealth management and a commitment to helping people achieve their life goals.

Jemma King

Jemma is a trusted Financial Planner, advising high net worth individuals to identify and pursue their financial goals.

Mathew Hall

Mat works alongside financial planner Helen Howcroft.

Panvir Thind

Financial planning for Panvir means helping you achieve your bucket-list dreams.

Paul Johncock

Paul is a financial adviser with 25 years’ experience providing holistic financial planning solutions to private individuals.

Paul McKie

Paul will work with you to create a financial plan for your future.

Robert Doresamy

An experienced Portfolio Manager, Robert will manage your money with skill and integrity.

Russell Mountford

In a financially complex world, Russell strives to provide clarity and peace of mind.

Shyam Vasi

Shyam cares deeply about client satisfaction and is passionate about financial markets.

Stuart Rosling

Stuart demystifies financial markets to ensure transparency and clarity in the investment process.

London

London and the South East

Helen Howcroft

Sean Walsh

Stuart Rosling

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