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Bristol

Inspiring, vibrant and energetic, the South West is a creative and industrious hub. Attracting people from all walks of life, this is one of the most exciting places to work and live.

Bristol cityscape

Here to meet all your needs

The Arbuthnot Latham name has been associated with banking for over 187 years and we have a firmly established team in the South West, offering a full suite of services aimed at high-net-worth individuals, families and commercial entities.

We established a presence in the South West from Exeter in 1994 and since then we have increased our footprint significantly across the region, Bristol seemed to us to be the next logical step. Our team in Bristol are experts in helping our clients on their financial journey, building long-term relationships and becoming their trusted adviser.

To find out more, talk to one of our expert team today.

Quote -

“In the local market there is a need for quality banking advice, at a time when the traditional providers are underserving/no longer meeting the requirements of their clients.”

– Mark Lucas, Director, Head of Bristol Office
Clifton Suspension Bridge, Bristol

Your relationship with us is built on trust and understanding, the personal chemistry between you and your Private Banker, and our ability to work expertly across all aspects of your financial life.

You will benefit from:

  • A single, constant point of contact supported by a team of Investment Management and Chartered Financial Planners.
  • The sophistication to address your complex, multi-faceted wealth issues as they evolve over time.
  • Comprehensive financial expertise from a bank whose name dates back to 1833.
  • The highest levels of integrity, exclusivity and service.
  • A fair, honest and transparent fee structure.

Private Banking

You want a trusted adviser with local knowledge and insight, so, whether you are an entrepreneur, a legal professional, company executive, property developer, sportsperson or a film producer, in the South West you will have a partner who can help you achieve your goals.

From day-to-day banking transactions to lifelong ambitions realised through Wealth Planning and Investment Management, our strength lies in the lasting, intelligent and trusting partnerships we build with you, your business and your family.

Solutions to suit your family banking needs:

If you would like to find out more about our Bristol Private Banking team and how we can help you, please contact us on banking@arbuthnot.co.uk or call 0117 440 9333.

Commercial Banking

We understand the commercial market and have the expertise, experience and capability to support a wide range of business sectors with specialist sector knowledge.

Our Private Bankers are well established in the South West, having been based in Exeter for over 25 years, and more recently in Bristol. We serve a wide client base of individuals and families across the entire South West.

We give you access to all the benefits and services you would expect of a commercial bank, combined with the dedication to service you would expect from a private bank.

As a client of Arbuthnot Commercial, your locally based dedicated Commercial Banker and supporting team offer:

  • Current accounts with Visa debit and charge cards
  • Online banking, with real time balances and extensive payments capability
  • Flexible borrowing facilities, including term loans and working capital facilities
  • Money transmission capability worldwide
  • Competitive deposit accounts including call and term deposits
  • A range of Treasury and Foreign Exchange services

If you would like to find out more about our Bristol Commercial Banking team and how we can help you and your business, please contact us on commercialbanking@arbuthnot.co.uk or call 0117 440 9333.

Becoming a client

Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.

+44 (0)117 440 9333

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To join Arbuthnot Latham, new commercial clients need to bring +£500K of deposits or +£1m borrowing. Do you meet this criteria?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our commercial services are not the right fit for your current business needs. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Renaissance Asset Finance  

Funding to manage cash flow and access the right assets.

  • Lending from £25,000
  • Available for SMEs and independent finance houses
  • Unregulated lending

Arbuthnot Commercial Asset Based Lending  

Lending solutions, plus cash flow loans for mergers and acquisitions, growth and refinancing.

  • Lending from £1m
  • Available for business-to business SMEs and mid-market corporates
  • Unregulated lending

Specialist finance from Asset Alliance Group  

Tailored lending, contract hire, rental and finance packages serving the manufacturing, commercial vehicle, bus and coach sectors.

  • Lending from £25,000
  • Available for corporate entities
  • Unregulated lending

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Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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New Arbuthnot Latham clients are required to bring at least £750,000 in deposits, investments or borrowing. Are you looking to deposit, borrow or invest a minimum of £750,000?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Fixed rate deposits with Arbuthnot Direct  

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

Financing for prestige assets with Renaissance Asset Finance  

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Fixed rate deposits with Arbuthnot Direct  

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

Financing for prestige assets with Renaissance Asset Finance  

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

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Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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Meet the Team

Mark Lucas

Director, Head of Bristol Office, South West Region

With over 38 years’ experience in banking, wealth planning and investment, Mark helped to establish our Bristol presence in March 2017 and as Director now heads our rapidly growing Bristol office. A Fellow of the Chartered Institute of Securities and Investment, Mark previously held senior positions with Lloyds Bank, Coutts & Co, Credit Suisse and Duncan Lawrie. Mark is passionate about supporting entrepreneurs and family businesses and he continues to work with HNW individuals and their advisors through his own client portfolio and extensive professional network.

MarkLucas@arbuthnot.co.uk  

Direct: 0117 440 9330

Mobile: 07464 675 362

Mark Lucas, Head of Bristol Office

Team Contacts

Tom Smart

Senior Private Banker

TomSmart@arbuthnot.co.uk
Direct: 0117 428 0780
Mobile: 07741 948 988

James Hilton

Regulated Mortgage & Lending Advisor

JamesHilton@arbuthnot.co.uk
Direct: 0117 440 9335
Mobile: 07741 741 548

Jessica Brace

Commercial Banker

JessicaBrace@arbuthnot.co.uk
Direct: 0117 440 9337
Mobile: 07552 241 162

Sally White

Private Banking Executive

SallyWhite@arbuthnot.co.uk
Direct: 0117 440 9333
Mobile: 07741 626 434

Adrian Wood

Private Banking Executive

AdrianWood@arbuthnot.co.uk
Direct: 0117 440 9336
Mobile: 07825 712 013

Edward Johnstone

Associate Director, Investment Management

EdwardJohnstone@arbuthnot.co.uk
Direct: 020 7012 2803

Lydia Brook

Investment Manager

LydiaBrook@arbuthnot.co.uk
Direct: 020 7012 2561
Mobile: 07570 951 646

Chris Webb

Director, Business Development Arbuthnot Commercial - Asset Based Lending

ChrisWebb@arbutnot.co.uk
Mobile: 07595 404 205

Courtney Kerkin

Senior Private Banker

CourtneyKerkin@arbuthnot.co.uk
Direct: 0117 440 9331
Mobile:07464 675 358

Chris Stevens

Senior Commercial Banker

ChrisStevens@arbuthnot.co.uk
Direct: 01392 674741
Mobile: 07559 904 655

Angela Niering-Wren

Senior Commercial Banker, Real Estate

AngelaNiering-Wren@arbuthnot.co.uk
Direct: 0117 4280 785
Mobile: 07881 618 623

Paul Clifton

Director, Wealth Planning

PaulClifton@arbuthnot.co.uk
Direct: 0117 428 0782
Mobile: 07559 904 557

Georgina Kerwin

Wealth Planning Paraplanner

GeorginaKerwin@arbuthnot.co.uk
Direct: 020 7012 2821

Stephen Taylor

Wealth Planning Senior Paraplanner

StephenTaylor@arbuthnot.co.uk
Direct: 0117 428 0783
Mobile: 07570 951 620

Mike Bradbury

Wealth Planning Paraplanner

MikeBradbury@arbuthnot.co.uk 
Direct: 0117 428 0784

Harry Fear

Wealth Management Administrator

HarryFear@arbuthnot.co.uk
Direct:020 7012 5744

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Regional offices

Exeter

For over 25 years, we have provided exceptional client service to individuals, families and businesses across the South West.

London

As one of the oldest banks in the city, we offer Private Banking, Commercial banking, Wealth Planning and Investment Management services.

Manchester

A team of highly qualified individuals who have a common passion in providing a highly personalised and quality service.

Are we the bank for you?

Interested in banking with Arbuthnot Latham? Send us an enquiry and we will be more than happy to talk about your future.

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