About Roisin
I began my career at Hargreave Hale in 2013 after graduating with a First Class degree in Financial Economics and moved to Canaccord Wealth following the firm’s acquisition in 2017. I am a Chartered Fellow of the CISI, hold the Level 6 qualification in Private Client Investment Advice and Management and sit on the Closed Ended Investment Committee. I manage discretionary portfolios for a broad range of private clients.
I combine technical expertise with a collaborative approach, taking the time to build trust, clarity and confidence so that clients feel informed, empowered and in control of their wealth.
