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Set York as my preferred location
01904 64 63 62
8 Tower House Business Centre
York YO10 4UA


Paul Lumley
Telephone: 01904 64 63 62
Chris Steward
Telephone: 01904 64 63 62
Suzanne Oliver
Telephone: 01904 64 63 62
Jamie Cooper
Telephone: 01904 64 63 62

About our York Office

The York office was founded in 1998 by Paul Lumley. The other members of the team are Chris Steward, who takes the lead on the Investment Management side, Suzanne Oliver and Jamie Cooper.
The office is located in the Tower House Business Centre on Fishergate, near Mecca Bingo. There is ample on-street parking 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 in UK,  including certificated holdings, 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 having experienced professionals managing your investments for you, 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. 

Unfortunately, we cannot accept any orders to deal via email.

Continuing our Personal Service: View our Latest COVID-19 Update: 17th May 2022
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