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Magic Circle Awards
Outstanding Individual of the Year
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Life events
While no two individuals are the same, many of us will experience life events that will force us to think again about our money and our financial future.
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Services
Keep up to date with the latest developments in the global economy and financial markets through research articles and opinion pieces that help you have informed conversations with your clients.
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Insights
Autumn Statement summary
‘Everyone will have to pay more tax’…but what does this mean to individual investors?
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Insights
Pension Options
Cut through the jargon and complexity with our comprehensive guide to some of the most frequently used terms relating to financial markets, investing and managing personal wealth.
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Lydia Macdonald
Senior Portfolio Manager
Home / About Us / Meet the teams / Meet the portfolio managers / Lydia Macdonald
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Magic Circle Awards
Financial Advisory Firm of the Year
Home / Knowledge hub / Awards / Magic Circe Awards - Financial Advisory Firm of the Year
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Magic Circle Awards
Private Investment Office of the Year
Home / Knowledge hub / Awards / Magic Circe Awards - Private Investment Office of the Year
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Simon Wood-Woolley
Financial Planning Director
Home / About Us / Meet the teams / Meet the financial planners / Tim Johnson
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Stuart Bourne
Chartered Wealth Manager
Home / About Us / Meet the teams / Meet the financial planners / Stuart Bourne
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Ian Scott
Wealth Planning Director
Home / About Us / Meet the teams / Meet the financial planners / Ian Scott
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David Battersby
Portfolio Manager
Home / About Us / Meet the teams / Meet the portfolio managers / David Battersby
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