Spear’s Review

Lockhart Capital Management offers a ‘high-touch, high attention to detail’ financial planning and wealth management service, according to Chris Cole, one of the firm’s founding partners.

Lockhart’s clients – individuals and families – are successful and have invariably created their wealth themselves, either through professional services careers or via industries with high earning capacity. With over £1 billion in assets under management, the firm works to ensure that these HNWs can maintain their current lifestyles without financial concern.

Cole emphasises Lockhart’s personal approach to working with clients, noting that some relationships span decades. He tells Spear’s that clients are looking for ‘counsel’, with many simply needing reassurance that they have ‘done enough’ with regards to building their wealth.

Adviser Profile

Lockhart Capital Management delivers bespoke financial planning, wise counsel and exclusive wealth management solutions to a select group of high-net-worth individuals and their families.

Founded in 2017, the firm has grown rapidly and now manages over £1 billion on behalf of more than 400 families. With offices in three UK locations, Lockhart serves clients nationwide and leverages advanced technology to tailor communication to each individual’s needs.

Founding partner Chris Cole states: ‘While we have no desire to grow for growth’s sake, we continue to attract clients who value our boutique approach, meticulous attention to detail, and commitment to exceptional service.’