Lockhart Capital Management (Lockhart), the UK-based financial planning and wealth management firm, has appointed Nick Geere as Head of Financial Planning, strengthening its senior team as the firm continues to grow its high-net-worth client base. In his new role, Geere will lead Lockhart’s team of financial planners, with responsibility for advice quality, team development and…

Lockhart Capital Management, the UK-based financial planning and wealth management firm, has welcomed Northcote Equity as a minority investment partner to support the next phase of its long-term growth. The investment will enable Lockhart to continue investing in its clients, people and technology while preserving the firm’s independent culture and employee-led ownership model. Founded in…

We are proud to announce that Chris Cole has been featured among the top wealth managers, family office services providers and generational wealth & family business advisers in the 2026 Spears Index annual listing of the very top of the wealth management industry working with high and ultra-high net worth individuals today.

Lockhart Capital Management is proud to support Murcar Links golfer and Scottish Amateur Champion, Chris Somers in 2026. Competing in the leading amateur events in the UK is not only demanding for those with work commitments, it is also expensive. Entry fees, travelling the country and accommodation costs are not insignificant and by assisting in…

Lockhart Director William Thomson comments in this weekend’s edition of FT Money about the difficulties parents face in deciding how and when to gift to their children and whether it should be equal or dictated by need.

We are delighted to share that Emma Swallow has received the Distinguished Performance in the Completion of the Fellowship award by the Personal Finance Society (PFS). The award was presented by Leeds CII/PFS at their Annual Dinner, where a series of awards are given each year recognising excellence in exam results. Following data received from the CII, as a committee they…

I am pleased to announce that once again Lockhart Capital Management is included in the prestigious Spear’s 500 index. Now on it’s 11th edition, the guide is the indisputable guide to the top private client advisers in the UK.

Given that rare earths are essential to future technologies such as electric cars and mobile phones, how prudent is it to invest in them? Rare earths have become an integral part of modern society and, amid ongoing geopolitical tensions, nations from the US to China are increasingly investing in them. Comprising a group of 17 minerals, rare…

We are pleased to announce that Guy joins Lockhart Capital Management from the world of Formula One where he was an engineer at Alpine F1 Team focusing on computer aided design and race support.  As a Manufacturing Engineering graduate (BEng) from The University of Nottingham, he brings to Lockhart a structured analytical approach combined with his…

I am delighted to announce that Sarah Shaw has joined Lockhart Capital Management LLP as our nationwide Head of Client Services bringing with her a wealth of experience from working at prestigious City of London firms. Sarah is based in our Cobham office and will be part of our senior management team working closely alongside…