Date opened: Feb 2008
Average portfolio size: £285,000
Office clients: 1,400
AUM: £262 million
Top three fund picks:
• Fundsmith Equity
• Chelverton UK Equity Income
• Royal London Short Duration Global High Yield (co-managed by Azhar Hussain and Stephen Tapley)
Q&A with Chris Mayo, investment director, Wellian Investment Solutions, Tunbridge Wells
What is your typical client demographic?
Our clients are typically individual clients, many are approaching or already in retirement. Historically we have had a strong bias towards clients based in the South East, but we are now moving more nationally.
What differentiates your location?
Tunbridge Wells offers a great work-life balance; close enough to London to access fund managers, while working in a more relaxed and tranquil environment.
What challenges are facing your area?
With London only 30 miles away, there is plenty of competition from London-based firms.
What’s the best thing about living in your area?
Both working and living in Tunbridge Wells offers a great work-life balance, plus I do not have to do the daily commute to London!
What’s a typical regional saying?
Disgusted of Tunbridge Wells – a pseudonym used for a person who writes letters to newspapers in a tone of moral outrage.
What is your office motto?
Clear, practical, effective.
Are you bullish or bearish?
Cautiously optimistic, as both opportunities and risks are ever present.
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