Investment Director
I have worked in the investment management industry since 1996 initially at Capel Cure Myers followed by Brewin Dolphin in 2001 where I began acting for private clients.
I moved to my current role as part of the investment team in our Birmingham office, where I primarily act on behalf of private clients & trusts which include the management of business owners and entrepreneur’s interests.
I take pride in the strong relationships I have built with my clients and believe that trust is key when dealing with their hard-earned assets. Working alongside our financial planning team where necessary, I take time to understand my client’s requirements whilst paying attention to the risks involved with investing. Once these requirements are understood I will construct and continuously manage an investment portfolio to meet their client’s needs. I try my very best to not blind people with jargon, preferring instead to explain matters in as simple a way as possible.
I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.
Location: Birmingham
A bit about me:
I’m married and have one son who shares our passion for football, especially when it comes to Aston Villa! When I’m not enjoying time with my family, you’ll likely find me outdoors—cycling, walking, or playing tennis. I’m also an amateur filmmaker with a strong interest in comedy. I’ve written and filmed three sitcom episodes and created several sketches.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do is all about having the right attitude towards everything. Even if I can’t directly help, I will try my very best to find a solution that fits.
Contact:
paul.fielding@canaccord.com
+44 121 230 1920
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