A new boutique Financial Planning and Wealth Management firm launches today.

Lockhart Capital Management will provide a bespoke proposition offering tailor made financial planning and access to an exclusive Private Investment Office for High Net Worth individuals and their families. The company will also offer philanthropic services to clients who need help with longer term gifting and charitable giving programmes.

Lockhart Capital Management has five founding partners– Jon Bowes, Andrew Wilson , Chris Cole, Toby Alcock and Bryan Innes – who have more than 100 years of experience between them
The company will have offices in London, Leeds and Aberdeen and will look to assign a limited number of clients to each partner to ensure a dedicated level of service.

The Private Investment Office will also manage the personal wealth of the founding partners, with clients co-investing alongside them to give a complete and total alignment of interests.
Chief Executive Officer Jon Bowes commented:

“I’m incredibly proud to be working alongside such a talented group of individuals. Between us we have a significant amount of experience and knowledge of the high net worth sector. We have a bespoke proposition for individuals looking for a more personal service and look forward to introducing our capabilities to future clients.”

Notes to Editors

Lockhart Capital Management is established as a partnership and will have no external investors. The partners are confident of their areas of expertise and will focus where they can really add value for their clients. As a niche company it will have the flexibility to react to changing market conditions quickly without being constrained by a large corporate structure.
Typical clients will include business owners and entrepreneurs, partners of professional services firms as well as individuals and families that have accrued significant wealth from an inheritance, major lottery win or business sale.

Lockhart Capital Management will also provide specialised services to the recipients of catastrophic personal injury and clinical negligence awards.
For further enquiries please contact Jon Bowes – 01932 687503 or 07425 379654
Email jonbowes@lockhartcapitalmanagement.com