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Jolyon Grant-Dalton

Private Client Manager

Jolyon is a Private Client Manager on the UK Team. He advises on multi-asset portfolios and estate planning for private individuals and their families. 

Jolyon graduated from the University of Bristol in 2013 with a degree in Social and Political Science. He is a Member of the Chartered Institute for Securities and Investment. He holds the Investment Advice Diploma (CISI) and the Investment Management Certificate (CFA). 

Jolyon joined the company in 2018. Prior to this, he worked at Succession Wealth (Aviva), bringing with him almost a decade of experience in wealth management and a particular focus on ensuring direct manager access to all clients to better understand aspirations, concerns, and specific needs. 

Jolyon is an adviser for Blevins Franks Financial Management Limited (BFFM) which is registered with the Financial Conduct Authority in the UK. Jolyon is a Member of the Chartered Institute of Securities and Investments (CISI).

Office/s:  London

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