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James Holroyd

Investment Director

Portfolio Management

Worcester

About James

I have over 20 years of experience within the investment management industry, acting for private clients, companies and a number of charities. I work within a highly experienced team in our Worcester office, whilst also having access to the support and wider investment research resources within the Canaccord group. I joined the company in 2017 in Worcester, following its acquisition of Hargreave Hale, having previously worked for a regional stockbroking firm in Birmingham. I sit on the firm’s investment trust committee which means that I regularly attend meetings with a wide range of external fund managers and gain an invaluable insight into different areas of the global investment market. I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment. 

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If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

If you prefer you can call them directly on +44 20 7523 4500 

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