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Peter Bottomley

Investment Director

About Peter

I manage bespoke discretionary portfolios for private clients and trusts, working closely with our wealth planners and external professional connections to support new and existing clients in meeting their financial goals.

I look after clients based in Scotland and England and spend most of my time meeting them regularly to keep them informed, discuss their circumstances and ensure we are meeting their goals. I also take an active involvement in equity research, where my focus is on the UK equity market.

I sit on Canaccord’s UK Smaller Companies and IHT Committees and am a member of Adam & Company’s Alternative Investment Market Listed Portfolio Service (ALPS) team – our IHT portfolio solution. I am a member of the Chartered Institute for Securities and Investment (CISI) and hold a First-Class M.A. Economics degree from the University of Edinburgh. In 2021 I was named Top 30 Under 30 by Citywire Wealth Manager.

Contact wealth management

If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

If you prefer you can call them directly on +44 20 7523 4500 

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