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Exeter

Providing exceptional client service to individuals, families, and businesses across the South West since 1994.

Exeter cathedral

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 and commercial entities.

Based at the Senate in the heart of the city, our approach to private and commercial banking focuses on a highly personalised service. This service is tailored around our clients’ individual requirements, helping them to achieve specific life goals with the flexibility to adapt in the short-term but helping them reach their longer-term ambitions.

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

Download the Exeter office map and directions.

Exeter birds eye view

Your relationship with us is built on trust and understanding, the personal chemistry between you and your banker who takes the time to understand you, and their ability to support you across all aspects of your financial life.

You will benefit from:

  • A single, constant point of contact supported by a team of investment managers 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

Relationship-led Banking

Whether you are an entrepreneur, landed estate owner, property investor, a legal professional, company executive, property developer, sportsperson or film producer, we are the partner to help you achieve your goals.

From day-to-day banking transactions to complex lending, our local bankers enable you to realise lifelong ambitions. By working alongside our Exeter-based highly qualified advisers in wealth management, our strength lies in building lasting, intelligent, and trusting partnerships with you, your business, and your family.

Solutions to suit you, your family or your business:

Becoming a client

If you would like to find out more about how we can help you, please complete our enquiry form. Alternatively, you can contact Phil Lock or one of our team using their details below.

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Is your business registered in the UK?

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To join Arbuthnot Latham, new commercial clients need to bring +£500K of deposits or +£1m borrowing. Do you meet this criteria?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our commercial services are not the right fit for your current business needs. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Renaissance Asset Finance  

Funding to manage cash flow and access the right assets.

  • Lending from £25,000
  • Available for SMEs and independent finance houses
  • Unregulated lending

Arbuthnot Commercial Asset Based Lending  

Lending solutions, plus cash flow loans for mergers and acquisitions, growth and refinancing.

  • Lending from £1m
  • Available for business-to business SMEs and mid-market corporates
  • Unregulated lending

Specialist finance from Asset Alliance Group  

Tailored lending, contract hire, rental and finance packages serving the manufacturing, commercial vehicle, bus and coach sectors.

  • Lending from £25,000
  • Available for corporate entities
  • Unregulated lending

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Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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New Arbuthnot Latham clients are required to bring at least £750,000 in deposits, investments or borrowing. Are you looking to deposit, borrow or invest a minimum of £750,000?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Fixed rate deposits with Arbuthnot Direct  

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

Financing for prestige assets with Renaissance Asset Finance  

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Fixed rate deposits with Arbuthnot Direct  

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

Financing for prestige assets with Renaissance Asset Finance  

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

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Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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Meet the Team

Phil Lock

Director, Head of Exeter Office

Phil brings over 35 years of expertise in banking, wealth planning, and investment management. As head of the Exeter office, he is dedicated to helping entrepreneurs and business owners protect, grow, and structure their wealth for the future. His proven track record reflects a deep understanding of the unique challenges faced by high-net-worth individuals and their advisers.

A Fellow of the Chartered Institute for Securities & Investment, Phil’s career includes senior roles at NatWest and Coutts before joining Arbuthnot Latham in 2019. Today, he continues to work closely with clients across the South West, providing tailored strategies that align with their personal and business goals.

[email protected] 

Direct: 01392 474194

Mobile: 07464 829423

Phil Lock

Your dedicated team

Matt Elliott
Senior Private Banker
[email protected]
Direct: 01392 474195
Mobile: 07867 178714

Lynda Williams
Private Banker
[email protected]
Direct: 01392 474182
Mobile: 07741 741561

James Newcombe
Private Banker
[email protected]
Direct: 01392 674718
Mobile: 07552 241336

Georgina Cummings
Investment Manager
[email protected]
Direct: 01392 674749
Mobile: 07484 990430

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Regional offices

Bristol

The South West is a creative and industrious hub. Attracting people from all walks of life, this is one of the most exciting places to work and live.

London

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

Manchester

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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