Lockhart Capital Management LLP appoints Charles Coade and Justin Bradford to the role of Director based in the Leeds and the Cobham offices advising High Net Worth Clients.     Charles is a Director at Lockhart having joined from Tilney. He is a Yorkshire Financial Adviser of the Year 2020 and 2021 finalist and specialises in wealth planning for high net worth…

We are delighted to have been recognised as one of the 2020 ‘theweathnet’ Top Financial Planning Companies for 2020. Whilst we prefer to keep ourselves private and not court publicity, it is still pleasing to have been recognised for our commitment to excellence in everything that we do.

We are delighted that Jenni Currell FPFS was awarded Paraplanner of the year at the Personal Finance Society Awards last night. This award is so well deserved and reflects the fantastic work and support that Jenni provides to Lockhart Capital Managements clients. We are very proud of you Jenni!

We are proud to announce that Founding Partner Chris Cole has been included in the 2020 Spears Index of Wealth Managers annual ranking of top advisers protecting and growing the wealth of HNW and UHNW clients worldwide.

Lockhart Capital Management LLP (LCM) appoints William Thomson to the role of Director based in the Cobham office advising High Net Worth Clients. William is a Director at Lockhart having joined from a major national wealth management firm where he was both a Partner and Team Leader in their London office. Prior to that William…

Founding Partner, Chris Cole takes top recommended spot in the HNW section of the recently published Spear’s 500 (2019 edition) A chartered financial planner, member of the UK Society of Investment Professionals and founding partner of Lockhart Capital Management, Chris Cole has a simple mantra: ‘Stay true to your word and strive to excel in…

Lockhart Capital Management LLP appoints Pete Johnson to the role of Head of Investment Operations based in the Cobham office. Pete was most recently Operations, Risk and Reporting Manager in the Central Investment Team at Tilney overseeing more than £11bn of client assets. He brings a wealth of experience and a strong track record in…

Lockhart Capital Management in association with Scottish Law firm Brodies are pleased to assist in the co-sponsorship for the below event: On Sunday 18 November, the Development Trust for the Aberdeen Art Gallery are organising a wonderful “Art event” afternoon at the Marcliffe Hotel in Aberdeen. The aim is to increase awareness of the redevelopment…

Andrew Wilson and Jon Bowes on Lockhart Capital Management’s rapid rise Lockhart Capital Management has grown even faster than its founders could have imagined when it opened its doors in late August 2017. The boutique wealth manager launched by five former Towry executives now has some 80 clients and £200 million in assets under management….