Paul Lumley founded the York office in 1998. The other team members are Chris Steward, who leads investment management, Suzanne Oliver, Jamie Cooper, and Joseph Tough.
The office is located in the Tower House Business Centre on Fishergate. Ample on-street parking is available nearby, and the office is a short walk from the car parks at St. George's Field and the Barbican.
We provide a variety of services, including:
- Discretionary and Advisory Investment Management
- Execution-only stockbroking, including certificated holdings, in UK and overseas stocks
- ISAs & JISAs
- SIPPs
- Probate Valuation Services
We also work regularly with intermediaries such as solicitors, accountants and financial advisors.
Whether you are new to investing, have inherited money or shares, or would appreciate the peace of mind that comes with experienced professionals managing your investments, we look forward to discussing how we can assist you.
Please don't hesitate to contact the office on 01904 64 63 62 or visit the office for further information.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
Unfortunately, we cannot accept any orders to deal via email.