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Financial Themes LLP

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Financial Themes LLP

Overview:

Financial Themes is a wholly Independent Wealth Management and Financial Advisory firm that specialises in providing straight forward solutions to help our clients take control of their financial future without needing to spend time, energy or resources in doing so.

Financial Themes is a wholly Independent Wealth Management and Financial Advisory firm that specialises in providing straight forward solutions to help our clients take control of their financial future without needing to spend time, energy or resources in doing so.

Our Private Client Wealth Management Service is specifically aimed at wealthy private clients who do not have sufficient time, energy or resources to keep fully up to date with their own finances.

Unlike most other financial advisory firms we have spent years building our own unique proprietary systems and processes which enables us to offer an enhanced level of service. Specifically, given the volatile nature of financial markets, our systems allow us to respond quickly, taking swift action should we need to change the investment strategy to safeguard our client’s assets.

Using the very latest technology, we work with our clients to develop a sustainable investment strategy which is constantly under review so that we can really make a difference when helping our clients to achieve their longer term financial goals.

We strive to act at all times with integrity, skill, care and diligence while observing the highest possible standard of business conduct in order to protect and promote our clients interests above all else.

History:

Financial Themes was formed as a Limited Liability Partnership in March 2009 by our three Senior Partners, Eugene Lawlor, Paul Jackson and Bob Debnam. At that time Eugene and Paul were acting as Independent Financial Advisers within Positive Solutions, the largest IFA practice in the UK. Bob had his own Investment Research firm Trendline, a specialist research firm that provides research to mainly US and European institutions on global equity markets as well as supplying investment data to UK Investors wishing to invest in Stockmarkets.

In forming Financial Themes it was the intention of the founding partners to apply to the Financial Conduct Authority (FCA) to be directly authorised as an Independent Financial Advisory firm. The application to the FCA was submitted in October 2009 and approval was granted some three months later at the very end of 2009. Financial Themes LLP started trading on the 4th January 2010 and is recorded on the FCA register under membership number 510065.

Since January 2010 the firm has grown from three to six partners which now include Roger Milbourn, Adam Palmer and John Stonestreet. Collectively as a firm we are able to provide advice across the entire range of financial products and services.

Eugene heads our Wealth Management Service working closely with Bob, head of our Investment Research, to provide what we believe is a unique proposition when compared with other similar services in today’s market. In November 2011 our investment team was further enhanced when Roger joined the Wealth Management team. Eugene and Roger are both qualified Investment Managers and hold the Investment Advice Diploma issued by the Chartered Institute of Securities and Investment.

In addition to the Wealth Management team, Adam and Paul work with private clients providing specialist and holistic advice across all areas of the market, whilst John heads our Mortgage Advisory desk helping our clients to find the best Mortgage deals from across the whole market.

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