Christie Woosey

About Christie

I am a Chartered Wealth Manager responsible for managing multi-asset discretionary portfolios for individuals, charities and trusts. I joined the firm in 2022 following the acquisition of Punter Southall Wealth and work closely with clients to develop tailored investment strategies aligned with their objectives, risk tolerance and long-term goals. My role encompasses portfolio construction, investment research and ongoing portfolio management, with a focus on delivering disciplined, long-term outcomes and helping clients navigate an evolving investment landscape.