Lymington Business Centre Solent House Cannon Street Lymington SO41 9BR
A stone’s throw from Lymington train station, or, if you are coming by car, parking is available in either of the New Forest Council car parks on the opposite side of the road to the office.
View on map
Bespoke investment management and financial planning across the South Coast
At our Lymington office, we recognise that when it comes to investing, truly understanding you and your family’s circumstances is critical.
Financial planning services in Lymington
At our Lymington office, we recognise that when it comes to investing, truly understanding you and your family’s circumstances is critical.
Bespoke portfolio management expertise in the New Forest
As part of the professional fabric of Lymington, we work closely with other expert advisers to ensure all aspects of your wealth management are catered for.
What our South Coast office offers
Our discretionary fund management service is the focus of our Lymington office, for people who need a more tailored investment strategy.
Wealth management and financial advice in Lymington
A dedicated in-house portfolio manager will build you a bespoke portfolio. This will take into account capital gains tax planning and any investment restrictions you may have. It could include investing in direct equities as well as funds, if you would like.
Your portfolio manager will set up your investments to your specifications, such as investing for a regular income, or ethical investing. You can rest assured your dynamic portfolio will be regularly rebalanced.
Our portfolio managers will also work closely with your atomos financial planner, or your independent financial adviser, to ensure you benefit from a comprehensive and integrated approach to managing your finances. Divorce, NHS pensions and helping business owners are our particular specialisms.
Some of our staff have been with the Lymington office for more than two decades, bringing a strong background of local and portfolio management knowledge. Talk to us to discover more.
Our Lymington Team
Cian Steacy-Buck
Cian applies a creative approach when assisting our portfolio managers.
Jonathan Yousafzai
Jonathan works with professional connections to help you achieve 360-degree wealth management.
Rob Lambert
Whether working with individuals or companies, Rob knows trust is key to relationships.
Samantha Young
Sam is a diligent portfolio assistant with a commitment to detail and accuracy.
Whether you’re a new or experienced investor, our portfolio managers have the research-backed expertise to guide your decisions so you can achieve your financial goals.
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
