OUR MISSION IS SIMPLE
To provide our clients with the advice and information they need to live clear, confident financial futures.
Our story
Cross Keys Wealth was launched with a clear mandate in mind: to provide effective wealth strategies stripped of corporate bureaucracy.
It began in 2001 as friends who met on their first day of school. Since then, we have navigated two decades of shifting global markets together through the lenses of two different major institutions. Jamie worked in financial advice, helping clients achieve their financial objectives, while Chris worked in investments, running a range of hedge funds.
By managing significant capital at large firms, we saw firsthand how traditional wealth management often compromises agility for bureaucracy. We chose to build an independent boutique practice that has our clients at its very core. Independence was important from the beginning, which is why Cross Keys is directly authorised by the FCA. This independence has allowed Jamie and Chris to build a firm that suits their clients and put their core values of clarity and confidence at the heart of everything that they do.
We believe that the modern wealth management landscape has lost sight of its most critical asset: the deeply personal, unhurried relationship between adviser and client. We offer a highly personalised service tailored to meet your individual needs and modern wealth demands.
With Cross Keys Wealth you will receive the collective expertise, direct attention, and twenty five years of combined insight from both founding partners.
