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If you have any queries, please do not hesitate to contact us on 0151 242 6262.


Suite 308
Cotton Exchange Building
Bixteth Street
L3 9LQ

Telephone: 0151 242 6262
Fax: 0151 242 6263

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Derek Gawne (Branch Manager)
Telephone: 0151 242 6265

Paul Edwards
Telephone: 0151 242 6269

Michael Taylor
Telephone: 0151 242 6268

Rochelle Small
Telephone: 0151 242 6262

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The Liverpool office is managed by Derek Gawne, who is joined by Paul Edwards, Michael Taylor and branch administrator Rochelle Small. Together, they have over 65 years' experience in the industry.

A full range of services are offered by the branch, including:

Bespoke Discretionary Portfolio Management
Advisory Portfolio Management
Execution-Only Share Dealing
• Probate Valuation Service
We understand that timeliness and accuracy are important when preparing the administration of an estate. To enable probate to be completed efficiently, we can normally provide a full valuation for stocks and shares within two working days. In addition to this service, we can also provide practical advice to help with a variety of problems, including lost share certificates and tracking historical share prices. Once
the administration of the estate has been completed, we are also able to provide a continued service according to your requirements, whether this be the disposal of any stocks and shares, providing ongoing assistance or management of the portfolio.

Please contact us for further details.


Unfortunately we cannot accept any orders to deal via fax or email.

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  • Investments and income arising from them can fall in value and you may get back less than originally invested.
  • The services and investments referred to in this website may not be suitable for all private investors; before taking any action based upon this website you should consult ourselves or an independent adviser.
  • Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.
  • We do not provide advice on life assurance and other financial planning products to private clients and therefore, we are recognised by the FCA as a restricted advice firm.

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