Opened: September 2015
Office clients: 535
Average portfolio size: £400k
Bullish/bearish: Cautiously optimistic
Assets under management: £1.6 billion (firm)
Number in team: 4
Q&A with Roz Simcock, Rowan Dartington Signature, Birmingham.
What is your typical client demographic?
We service a wide range of clients from entrepreneurs and company directors to private individuals, families, charities and trusts, and of course St James’s Place partners and partner practices. Our office typically covers clients within a 100 mile radius of Birmingham.
What differentiates your region?
Its rich heritage, the diversity of its people and industry – from manufacturing to agriculture, from technology to tourism – no two clients are alike and we tailor our solutions to meet their individual needs.
What challenges are facing your local area?
The political and economic implications of Brexit and the US election.
What’s the best thing about living in your region?
A 2015 UK government report described the Midlands as one of the fastest growing and economically important areas in the UK, employing more than 940,000 people in financial, professional and business services sectors, with Birmingham at its core. Being in the Midlands, we benefit from good infrastructure links, which other regions can lack. Consequently, we can easily service clients regardless of their geographical location. Birmingham has undergone a tremendous renaissance in the last few years, including the Grand Central Station redevelopment, and the impending arrival of HSBC (UK) from London. This has meant the city has attracted a growing financial, legal and professional sector.
What is your office motto?
Our company strives to ensure that our clients, business partners, employees and suppliers are proud to be associated with us.
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