Paul Fielding
Investment Director
About Paul
I have worked in the investment management industry since 1996 starting out at Capel Cure Myers. Alongside a wider team I joined Brewin Dolphin in 2001 and began acting for private clients shortly after. I later moved to Canaccord as part of our growing investment team in our Birmingham office. I act on behalf of private clients & trusts primarily, including the management of business owners and entrepreneur’s interests. I take pride in the strong relationships I have built with my clients and believe that trust is key when dealing with their hard-earned assets. Working alongside our financial planning team where necessary, I take time to understand my client’s requirements whilst paying attention to the risks involved with investing. Once these requirements are understood I will construct and continuously manage an investment portfolio to meet their client’s needs. I try my very best to not blind people with jargon, preferring instead to explain matters in as simple a way as possible.
I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.