About Us

A brief history

Gilbert Stephens Financial Services Limited was established in 1988 as part of Gilbert Stephens LLP Solicitors to complement the high quality legal advice already provided to their clients. We remain a subsidiary company of the LLP.

In July 2013 we acquired the financial services business Symes Robinson & Lee Solicitors when its legal practice merged with Gilbert Stephens LLP.

Our financial advisers today are Marcus QuickWyatt Loake and Carrie Maud who all have a wealth of experience in the investment industry. All are qualified Independent Financial Advisers (IFA’s), with Carrie Maud having achieved chartered status. We are able to offer clients clear, transparent, impartial and independent advice on all aspects of investment and financial planning. Our advisers are supported by a team of qualified para-planners and administrative staff who have many years of experience in financial services work between them.