Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu
UK

Roger Sedgwick

Avatar silhouette

Investment Director

I have over 35 years of experience in investment management, acting for private clients, trusts, pensions, companies and charities. I started work in the investment industry in Birmingham in 1987 with Smith Keen Cutler. I joined the company from RBC Brewin Dolphin, having worked in both the private clients and charities teams. I am pleased to be an integral part of growing the Investment Management services in our Birmingham office.

My role involves getting to know and understand clients’ needs, constructing and managing investment portfolios. This requires listening, then applying my knowledge and experience in building and looking after portfolios to meet clients’ objectives. It also requires me to keep up to date with not only investments, with the help of the expertise of the Canaccord Genuity group, but changes in the industry, such as regulation.  Where appropriate, I work with Wealth Planners in providing a comprehensive financial advice and investment management service.

I am a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.

Location: Birmingham

A bit about me:

I am happily married with 2 grown up children. I enjoy spending time outdoors, either gardening, walking or birdwatching. I love films and listening to a wide range of music. I am also a bit of a Francophile!

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

To me can-do is about being supportive and working together with a focus on meeting clients' needs and objectives. Putting my clients first requires working for a company which has a like-minded attitude. 

Contact:

+ 44 121 230 1919
View Roger Sedgwick's profile on LinkedIn

Need more help?

Whatever your needs, we can help by putting you in contact with the best expert to suit you.

Let us contact you

Let us contact you

If you're unsure which of our teams to contact, let us help you. We can put you in touch with one of our experts who will discuss your wealth management needs with you.

Find out more

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.