Toby Carpenter
Investment Director, Team Leader
About Toby
I graduated from Nottingham Trent University in 1999 with an Honours degree in Financial Services. I started my career as a financial adviser, before joining Coutts & Co as a Private Banker where I advised high net worth individuals. I ran the Birmingham office of Charles Stanley Stockbrokers where I managed private client portfolios and a team of investment managers. I joined Canaccord Wealth as part of the acquisition of Punter Southall Wealth and manage a mixture of private client, charity and pension portfolios. I am a chartered member of the CISI, hold a Master's in Wealth Management and am a CFA charterholder. I have over 25 years’ industry experience.