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@smith.williamson.co.uk
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1 phone found area 207
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LinkedIn matched
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Simon Woolf is listed as Partner at Smith & Williamson at Evelyn Partners, based in West Midlands, England, United Kingdom. AeroLeads shows a work email signal at smith.williamson.co.uk, phone signal with area code 207, and a matched LinkedIn profile for Simon Woolf.
Simon Woolf previously worked as Partner - Investment Manager at Evelyn Partners and Director at Barclays Wealth (Previously Known As Gerrard Investment Management). Simon Woolf studied at Wrekin College.
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AeroLeads found 1 current-domain work email signal for Simon Woolf. Compare company email patterns before reaching out.
I have worked in the investment industry since April 1994 and in discretionary portfolio management since 1996. I specialise in working with not-for-profit organisations such as Charities and Friendly Societies, although I also work for a growing number of private clients to whom I have been referred by trustees or professional intermediaries.I became a Chartered Fellow of the Chartered Institute of Securities & Investment in 2010 and a partner at Smith & Williamson in 2013.I am often invited to speak at seminars and am happy to talk on a broad range of investment matters.Specialties: Discretionary & Advisory Investment ManagementWorking with Private Clients, Charities, Pension Funds and Offshore Investment Vehicles
Listed skills include Asset Management, Investments, Portfolio Management, Charities, and 1 others.
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Birmingham
I joined Smith & Williamson in August 2008 and principally work with private clients, charities and other not-for-profit organisations. Based in our Birmingham office, I form part of the office’s dedicated charity team and am personally responsible for the management of investment accounts belonging to local religious, educational, social welfare and.
Birmingham
I joined Gerrard Investment Management in 2004 following my re-location from London to the Midlands.Initially I assisted a senior director with the management of his clients’ investment portfolios, but - following a series of promotions – was asked to join the dedicated Pensions & Charities team based in Birmingham. I assumed prime responsibility for a.
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Simon Woolf works for Evelyn Partners.
Simon Woolf is listed as Partner at Smith & Williamson at Evelyn Partners.
AeroLeads has found 1 work email signal at @smith.williamson.co.uk for Simon Woolf at Evelyn Partners.
AeroLeads has found 1 phone signal(s) with area code 207 for Simon Woolf at Evelyn Partners.
Simon Woolf is based in West Midlands, England, United Kingdom while working with Evelyn Partners.
Simon Woolf has worked for Evelyn Partners and Barclays Wealth (Previously Known As Gerrard Investment Management).
You can use AeroLeads to view verified contact signals for Simon Woolf at Evelyn Partners, including work email, phone, and LinkedIn data when available.
Simon Woolf studied at Wrekin College.
Simon Woolf is listed with skills including Asset Management, Investments, Portfolio Management, Charities, and Investment Management.
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