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.
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
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:
- Current Accounts with contactless Visa debit cards
- Loans and foreign exchange
- Online and mobile banking
- Flexible borrowing facilities
- Money transmissions worldwide
- Fixed Term Deposits available in all major currencies
- Notice Accounts offering attractive rates of interest
- A focused portfolio of Treasury and Foreign Exchange services
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.
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.
Direct: 0117 440 9330
Mobile: 07464 675 362
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
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
Latest insights
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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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