Value proposition

True wealth is about more than money

Bloomsbury is an award-winning wealth management and financial planning firm led by Robert Lockie and Charles Wood.

Specialists in helping successful business people and their families manage significant wealth, providing personal wealth advice to families with complex affairs. Our client relationships are built on trust, respect, and understanding, ensuring financial affairs are well-structured to achieve their goals.

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Bloomsbury and Bloomsbury Wealth are trade names of Raymond James Investment Services Ltd (Raymond James). Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 3779657. Registered Office Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.

Post capital realisation wealth planning, Post divorce settlement planning, Estate planning, and Non-predictive investment portfolio management