https://www.mallorywealth.com/home daily 1.0 2024-10-23 https://images.squarespace-cdn.com/content/v1/61ae0eefdaafc31fda9549a5/0e3f4eda-cd93-4df3-a54b-f50aabf5bf5d/romain-v-nMDp15T4lJ0-unsplash.jpg HOME - Experience & expertise Having previously worked at Lloyds Private Banking and with no ties to any particular provider or product, we have the knowledge, experience and contacts to offer you real independent wealth planning. Our focus is on building long-term relationships with our clients built on trust and transparency, normally in the form of ongoing advice rather than one off transactions. https://images.squarespace-cdn.com/content/v1/61ae0eefdaafc31fda9549a5/1599969d-002f-4c38-a2a0-3e56694d76e9/scott-graham-OQMZwNd3ThU-unsplash.jpg HOME - Choose from the whole market Our investment management is out-sourced to some of the best fund managers in the market place. We select the managers best suited to your needs and work alongside them to ensure they deliver the balance of risk and return you are seeking. We provide expert financial advice but DO NOT undertake the fund management ourselves. We have deliberately separated out these two distinct areas of expertise so we can choose from the whole market and not be tied to an in-house solution. https://www.mallorywealth.com/ourservices daily 0.75 2022-06-29 https://www.mallorywealth.com/contact daily 0.75 2022-09-06 https://www.mallorywealth.com/team daily 0.75 2023-10-16 https://images.squarespace-cdn.com/content/v1/61ae0eefdaafc31fda9549a5/bd900dfd-8a47-49f8-ac78-d9da0a3bb753/David.png TEAM - David Clark Executive Director David is an Executive Director at Mallory Wealth. David worked for nearly 30 years at Lloyds Private Banking in their ‘Mayfair’ High Net Worth/Ultra High Net Worth division. David advised individuals, trustees and charities on all aspects of their wealth. He was later appointed as Regional Manager for London and had direct reporting responsibilities for a team of Advisers and Wealth Managers in addition to overseeing his own client portfolio. David has unquestionable industry and sector knowledge and has a meticulous approach to detail. https://images.squarespace-cdn.com/content/v1/61ae0eefdaafc31fda9549a5/0e75a730-7562-4ebb-ad54-ccb9b5b0c121/Paul.png https://images.squarespace-cdn.com/content/v1/61ae0eefdaafc31fda9549a5/548bb4a1-7a6c-4c46-b4a6-73161d2e8e04/Tom.png https://images.squarespace-cdn.com/content/v1/61ae0eefdaafc31fda9549a5/7ec3ee85-f729-4b89-a10f-0c695dc0abca/Layer+7.png TEAM - Annie Jones Executive Assistant Annie has spent over 20 years working in the Financial Services industry supporting senior managers in the Private Banking and financial advice sector. She has extensive and valuable experience dealing with clients and service providers and an in-depth knowledge of both front and back -office systems and the workings of the financial services industry. Annie is a pivotal member of the team at Mallory and ensures that the day to day running of the office operates smoothly and efficiently. https://www.mallorywealth.com/privacy-notice daily 0.75 2026-02-06 https://www.mallorywealth.com/take-action daily 0.75 2025-05-09