William Thomson Email and Phone Number

Lockhart Capital Management is a boutique Financial Planning & Wealth Management firm that provides independent financial advice and wise counsel to a limited number of individuals and families. The firm was founded in August 2017 and quickly became one of the most successful boutique launches of its time. We now manage over £500m for our clients via our Private Investment Office where our aim is to preserve and grow their real wealth over time. We have in excess of 120 years of Wealth Management experience between us and co-invest alongside our clients to ensure that our interests are fully aligned with theirs.Lockhart Capital Management is a Partnership with no external shareholders and we work alongside Benchmark Capital who provide us with best-in-class technology solutions and support services that we use to enhance our client experience.

At Tilney Group we provide personal financial planning advice and investment management services to private individuals, families and trustees. By offering a two expert approach to financial planning and investment management we are well positioned to ensure that our client's plans start and remain on track.

Provision of independent financial advice services to individuals and their families. Services and skills include; cash flow modelling, tax planning, estate planning, risk profiling, asset structuring, investment advice, wealth preservation consultancy , retirement planning Inc. pensions advice.

Provision of independent financial advice to individuals and their families; cash flow modelling, tax planning, estate planning, risk profiling, asset structuring, investment advice, wealth preservation consultancy , retirement planning Inc. pensions advice.