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, 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 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.