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VerifiedInvestment Management· Founded 1998

Bloomsbury Wealth

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. Follow our page to receive the latest wealth management news and visit our website for more information about our services. 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.

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HeadquartersLondon, United KingdomEmployees10(1 to 10)Founded year1998Websitebloomsburywealth.co.ukLinkedIn profileLinkedIn

Verified contacts

13

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LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

10

indexed titles

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Top roles at Bloomsbury Wealth

10 distinct titles indexed · top 10 shown.

  • 4wealth planning manager
  • 1author and advisor
  • 1branch principal
  • 1chef
  • 1marketing
  • 1sales executive
  • 1senior wealth planning executive
  • 1senior wealth planning executive & operations manager
  • 1wealth planning assistant
  • 1wealth planning executive

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