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Guildford offers the best of both worlds - quick access to London and the calm of the Surrey countryside. It’s a place where heritage meets ambition and where families set down roots for generations to come.
We’re proud to be based here and prouder of the team we’ve built. Between us, we bring more than 190 years of combined bespoke investment management experience - and we’ve worked together as a team for more than two decades. This continuity means our clients not only get expert advice, but a deeply personal service.
We’re inviting professional advisers to join us for a conversation about your clients, your goals and how we can work together to deliver exceptional outcomes. Whether it’s estate planning, intergenerational wealth transfer, or collaborative investment strategies, we’re here to support you and your clients with insight, integrity and care.
Bottle Works
The Bars
Guildford
GU1 4LP
Matt specialises in providing investment services to private clients, company directors, trustees and professional advisors. Matt joined from Rathbones following their acquisition of Investec Wealth and Investment and had worked at Investec since 2014. Prior to joining Investec, Matt was at Barclays’ Global Private Bank. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Matt and his young family live in Surrey. When not trying to keep up with his two boys, Matt enjoys keeping fit and cooking for friends and family.
Francesca joined the company in March 2024 as an Investment Manager. She specialises in managing bespoke portfolios on behalf of private clients, charities, pension funds and trusts. She also provides investment services for professional advisors and their clients.
Prior to joining, she spent nine years at Investec Wealth and Investment, completing her financial qualifications whilst working. She is a member of The Chartered Institute for Securities and Investments. Francesca also read Business Management with Marketing at The University of Brighton, completing her degree in 2012.
With her British-Swiss heritage, Francesca enjoys European culture. She also takes a keen interest in wellness, reformer pilates, playing and watching tennis, clay shooting, classic cars and vintage racing.
Justin joined the company April 2024 as a Senior Investment Director based in our London City office. Prior to TrinityBridge Justin joined Carr Sheppards in 1994 which later became Investec Wealth and Investment and most recently Rathbones.
Having qualified with Carr Sheppards, Justin has managed a broad range of portfolios for both onshore and offshore private individuals and their families. His particular focus is taxable portfolios, ISA’s, Self-Invested Pension Plans, local Charities and family trusts. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Married with three boys, all of whom followed in their parents’ footsteps at Durham University, Justin maintains an interest in a broad range of sports. Often found trying desperately to keep fit or out drive his sons (unsuccessfully) on the golf course.
Tom joined the company in April 2024 as a Senior Investment Director. He manages bespoke portfolios for high net worth individuals and families, their advisers, charities and companies. Tom is a Chartered Wealth Manager and holds the CISI Diploma. He has a degree in Finance with French from the University of Durham.
After graduating, Tom was a land buyer for a major housebuilder before spending 19 years managing investments at Investec Wealth & Investment.
Away from the office, Tom enjoys gardening, winter sports, watching rugby and almost anything with an engine. A young family and a lively retriever provide a constant source of activity.
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.