The Lockyer Partnership
Financial planning and wealth management advice for private and business clients in the UK
Highlights
- Young companyFounded 2022
- New on EvolcAdded 2026-11-10
About The Lockyer Partnership
The Lockyer Partnership provides financial planning and wealth management advice to help clients build, grow, protect and preserve their wealth. Services include access to specialist advice on wills, tax, legal matters, insurance and corporate lending.
It serves private and business clients as an appointed representative of St. James's Place Wealth Management plc, advising on that group's products and services. The practice is based in Oxted, Surrey, and is registered in London.
The business was founded in 2022. Its team includes a CEO, managing director, head of operations and client support staff.
Product: Financial planning and wealth management advice, with access to selected providers for specialist services.
Jobs at The Lockyer Partnership
Leadership
- Michael Lockyer · CEOSource: company website
- James Lockyer · Managing DirectorSource: company website
- Carly Mills · Head of OperationsSource: company website
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