Unit 3 Strands Barn, Strands Farm Lane, Hornby, Lancaster, LA2 8JF
About us
Our background
Hugo Pring, Rachel Tilburn, Jane Conlin and Adrian Williams have worked together for many years. Having met at Border Asset Management, which later became Sanlam, we opened the Hornby office of Gore Browne Investment Management in 2014.
In 2018 Lunesdale Investment Managers was established as a branch of Raymond James.
Our expertise
All four of us are members of the Chartered Institute for Securities & Investment (CISI). This demonstrates that we work to the highest standards in wealth management and are committed to professionalism and upholding high standards of integrity and ethical behaviour.
Our investment process
We believe that active investment management generally adds value over passive investment in the long term. We focus on solid, long-term performance and don't chase short-term trends. We have a robust process for choosing and monitoring investments and portfolios.
Lunesdale Investment Managers is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657. Registered Office: Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY. www.raymondjames.uk.com