About Tim
I have worked in the wealth management industry for over 15 years and thoroughly enjoy what I do. I started out at Williams de Broe in 2006 and through various acquisitions, this became part of Investec Wealth & Investment where I was an Investment Manager. I joined Canaccord Wealth in 2017, where I actively manage client portfolios based on their risk appetite and requirements. I work with the Head of UK Portfolio Management, David Herbert, in managing discretionary and advisory portfolios for private clients, trusts and charities.
I have a Level 6 qualification in private client investment advice and management.