Financial Advisers in London

London and the South East

London is our co-headquarters, where our team of highly specialist financial planners and portfolio investment managers provide high-net-worth advice.

Wealth and financial wellbeing

Bespoke investment management and financial planning in London and the South East.

Financial affairs can become complex. Our expert, professional advice uses sound financial planning and investment management, from partners you can trust, to bring simplicity.

How we work in London & the South East

Our London office combines the best of our financial planning and discretionary fund management services.

Your atomos financial planner will discuss your wealth and lifestyle priorities with you. Together you’ll shape the bigger picture of how to use your money to achieve your ambitions. Then we’ll draw up a detailed financial plan aiming to get you there, including a suitable investment strategy. Divorce, NHS pensions and helping business owners are our particular specialisms.

Discretionary fund management services

For particularly high-net-worth individuals, families and organisations, we offer bespoke discretionary fund management. A portfolio manager will take into account capital gains tax planning and any investment restrictions you may have. They can include individual stocks as well as funds, creating dynamic portfolios which are regularly rebalanced.

Our London office is our central hub for discretionary fund management, housing our investment team and senior leadership. They provide their expertise to our financial planners across the UK and to independent financial advisers, so you get the best advice, wherever you are. Get in touch to discuss how we can help.

Sean Walsh

Head of London & Marlow Office, Financial Planning Director

Sean’s specialism is Life-Centred Financial Planning. This means he believes in finding out ‘why’ you want to achieve what you wish with your wealth, before discussing ‘what’ advice you need. It helps him create your unique financial plan.

Achieving Chartered status and as a Fellow of the Personal Finance Society, its highest accolade, Sean is highly qualified and experienced. He provides specialist advice to clients who are financially ambitious, medical professionals, farmers and landowners.

Stuart Rosling

Head of London Office, Senior Portfolio Manager

Stuart has over 25 years of industry experience, much of which has been spent in the advisory stockbroking industry. Previously he has worked at Merrill Lynch Investment Managers, Barings and most recently Killik & Co Stockbrokers. Stuart is a member of the Institute for Securities and Investments.

He has a degree in economics and has gained a diploma in the Private Client Investment Advice and Management exam.

Helen Howcroft

Private Client Director

Helen knows the true worth of sound financial planning. When she lost both parents aged just 10, her grandparents' brilliant financial adviser helped put her future back on a secure footing. She brings this same ethos to her clients.

Helen specialises in complex financial affairs, including pensions, helping clients navigate a divorce and working with high-net-worth clients. Her experience includes establishing her own Chartered financial planning firm, and she is a Fellow of the Personal Finance Society, its highest accolade. She is also a Chartered Financial Planner.

Panvir Thind

Financial planning for Panvir means helping you achieve your bucket-list dreams.

Paul Johncock

Paul is a financial adviser with 25 years’ experience providing holistic financial planning solutions to private individuals.

Russell Mountford

In a financially complex world, Russell strives to provide clarity and peace of mind.

Max Mitchell

A former maths tutor, Max now uses his head for figures to help clients.

Gemma Stewart

Trust. Integrity. Empowerment. Gemma’s mission is to ensure your wealth works for you.

Colin Haywood

Delivering on a financial plan that meets your goals is how Colin measures success.

Ian Cosnett

A lifelong financial services professional, Ian is now bringing on the next generation.

Paul Gordon

An expert on NHS pensions, Paul is trusted by medical professionals nationwide.

Paul McKie

Paul will work with you to create a financial plan for your future.

Eleanor Ingilby

Ellie is our Head of High Net Worth who’s worked within the industry for over 12 years.

Robert Doresamy

An experienced Portfolio Manager, Robert will manage your money with skill and integrity.

James Bremner

James inherited both a passion for wealth management and a commitment to helping people achieve their life goals.

Angus Heald

Working alongside the portfolio managers, Angus brings valuable insights

Alyssa Danker

Experienced and professional, Alyssa is an integral part of the portfolio management team.

Jemma King

Jemma is a trusted Financial Planner, advising high net worth individuals to identify and pursue their financial goals.

Shyam Vasi

Shyam cares deeply about client satisfaction and is passionate about financial markets.

Mathew Hall

Mat works alongside financial planner Helen Howcroft.

London

London and the South East

Sean Walsh

Stuart Rosling

Helen Howcroft

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