Simon Woolf Email & Phone Number

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 philanthropic organisations. However, as a result of referrals made by charity trustees and a number of professional connections, I also… Show more 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 philanthropic organisations. However, as a result of referrals made by charity trustees and a number of professional connections, I also now act for a growing number of private clients. Show less

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 number of the firm’s major charity clients, a role that involved client liason, portfolio management and business development… Show more 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 number of the firm’s major charity clients, a role that involved client liason, portfolio management and business development. By the time that I and the rest of the P&C team left Barclays Wealth, to help found the Smith & Williamson office in Birmingham, our team of three were responsible for over £450m of FUM. Show less