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Simon Raggett

Divisional Director (Midlands)

Portfolio Management

Worcester

About Simon

I have worked as a Stockbroker and Investment Manager for 30 years. I specialise in managing investments for a broad range of private clients, trusts and local and national charities, covering the Midlands and beyond. I am involved in the construction of client portfolios, ongoing portfolio management and enjoy building long-term, strong relationships with my clients. I joined Hargreave Hale in 2015 before becoming part of Canaccord Wealth when the business was acquired in 2017. I have subsequently taken over responsibility for the management of the Worcester office which is an integrated investment management and financial planning office. More recently, I have also been tasked with taking on oversight of investment management for our growing Midlands presence.

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