Here to meet all your needs

The Arbuthnot Latham name has been associated with banking for over 187 years and we have a firmly established team in the South West, offering a full suite of services aimed at high-net-worth individuals, families and commercial entities.

We established a presence in the South West from Exeter in 1994 and since then we have increased our footprint significantly across the region, Bristol seemed to us to be the next logical step. Our team in Bristol are experts in helping our clients on their financial journey, building long-term relationships and becoming their trusted adviser.

To find out more, talk to one of our expert team today.

Quote -

In the local market there is a need for quality banking advice, at a time when the traditional providers are underserving/no longer meeting the requirements of their clients.

–Rob Salisbury - Director, Head of Regional Offices
Clifton Suspension Bridge, Bristol

Your relationship with us is built on trust and understanding, the personal chemistry between you and your Private Banker, and our ability to work expertly across all aspects of your financial life.

You will benefit from:

  • A single, constant point of contact supported by a team of Investment Management and Chartered Financial Planners.
  • The sophistication to address your complex, multi-faceted wealth issues as they evolve over time.
  • Comprehensive financial expertise from a bank whose name dates back to 1833.
  • The highest levels of integrity, exclusivity and service.
  • A fair, honest and transparent fee structure.

Private Banking

You want a trusted adviser with local knowledge and insight, so, whether you are an entrepreneur, a legal professional, company executive, property developer, sportsperson or a film producer, in the South West you will have a partner who can help you achieve your goals.

From day-to-day banking transactions to lifelong ambitions realised through Wealth Planning and Investment Management, our strength lies in the lasting, intelligent and trusting partnerships we build with you, your business and your family.

Solutions to suit your family banking needs:

If you would like to find out more about our Bristol Private Banking team and how we can help you, please contact us on or call 0117 440 9333.

Commercial Banking

We understand the commercial market and have the expertise, experience and capability to support a wide range of business sectors with specialist sector knowledge.

Our Private Bankers are well established in the South West, having been based in Exeter for over 25 years, and more recently in Bristol. We serve a wide client base of individuals and families across the entire South West.

We give you access to all the benefits and services you would expect of a commercial bank, combined with the dedication to service you would expect from a private bank.

As a client of Arbuthnot Commercial, your locally based dedicated Commercial Banker and supporting team offer:

  • Current accounts with Visa debit and charge cards
  • Online banking, with real time balances and extensive payments capability
  • Flexible borrowing facilities, including term loans and working capital facilities
  • Money transmission capability worldwide
  • Competitive deposit accounts including call and term deposits
  • A range of Treasury and Foreign Exchange services

If you would like to find out more about our Bristol Commercial Banking team and how we can help you and your business, please contact us on or call 0117 440 9333.

Becoming a client

Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.

+44 (0)117 440 9333

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Meet the Team

Mark Lucas

Director, Head of Bristol Office, South West Region

With over 38 years’ experience in banking, wealth planning and investment, Mark helped to establish our Bristol presence in March 2017 and as Director now heads our rapidly growing Bristol office. A Fellow of the Chartered Institute of Securities and Investment, Mark previously held senior positions with Lloyds Bank, Coutts & Co, Credit Suisse and Duncan Lawrie. Mark is passionate about supporting entrepreneurs and family businesses and he continues to work with HNW individuals and their advisors through his own client portfolio and extensive professional network.  

Direct: 0117 440 9330

Mobile: 07464 675 362

Mark Lucas, Head of Bristol Office

Team Contacts

Tom Smart

Senior Private Banker
Direct: 0117 428 0780
Mobile: 07741 948 988

James Hilton

Regulated Mortgage & Lending Advisor
Direct: 0117 440 9335
Mobile: 07741 741 548

Jessica Brace

Commercial Banker
Direct: 0117 440 9337
Mobile: 07552 241 162

Sally White

Private Banking Executive
Direct: 0117 440 9333
Mobile: 07741 626 434

Adrian Wood

Private Banking Executive
Direct: 0117 440 9336
Mobile: 07825 712 013

Edward Johnstone

Associate Director, Investment Management
Direct: 020 7012 2803

Lydia Brook

Investment Manager
Direct: 020 7012 2561
Mobile: 07570 951 646

Chris Webb

Director, Business Development Arbuthnot Commercial - Asset Based Lending
Mobile: 07595 404 205

Courtney Kerkin

Senior Private Banker
Direct: 0117 440 9331
Mobile:07464 675 358

Chris Stevens

Senior Commercial Banker
Direct: 01392 674741
Mobile: 07559 904 655

Angela Niering-Wren

Senior Commercial Banker, Real Estate
Direct: 0117 4280 785
Mobile: 07881 618 623

Paul Clifton

Director, Wealth Planning
Direct: 0117 428 0782
Mobile: 07559 904 557

Georgina Kerwin

Wealth Planning Paraplanner
Direct: 020 7012 2821

Stephen Taylor

Wealth Planning Senior Paraplanner
Direct: 0117 428 0783
Mobile: 07570 951 620

Mike Bradbury

Wealth Planning Paraplanner 
Direct: 0117 428 0784

Harry Fear

Wealth Management Administrator
Direct:020 7012 5744

Regional offices


For over 25 years, we have provided exceptional client service to individuals, families and businesses across the South West.


As one of the oldest banks in the city, we offer Private Banking, Commercial banking, Wealth Planning and Investment Management services.


A team of highly qualified individuals who have a common passion in providing a highly personalised and quality service.

Are we the bank for you?

Interested in banking with Arbuthnot Latham? Send us an enquiry and we will be more than happy to talk about your future.

Find out more
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