Canaccord Wealth expands presence in Birmingham with new office and Senior appointments

Canaccord Wealth has opened its new office in the heart of Birmingham’s Colmore Business District following the announcement of three key appointments to the business earlier in the year.

The office relocation to 4 St Philip’s Place and appointments reflect the company’s commitment to the city and the area, which it regards as key in its aim to deliver exceptional wealth management services to its clients.

The Colmore Business District provides an ideal base for the company to continue expanding its services, while remaining at the forefront of the wealth management industry.

Earlier this year, Canaccord welcomed two highly experienced investment managers, Paul Fielding and Roger Sedgwick, who bring a combined 65 years of wealth management expertise to the team, as well as Kathryn Sargent as Intermediary Business Development Manager.

Duncan Stratford, Managing Director, UK Wealth Management commented: “The opening of our brand-new Birmingham office is another important step in our journey to becoming the best wealth manager by service and performance in the UK. We’re committed to supporting clients with a progressive approach underpinned by industry leading technology. Our new location positions us perfectly to achieve this. Paul, Roger and Kathyrn embody our ‘above and beyond’ ethos and bring a wealth of expertise and energy that will help us continue to deliver exceptional value for our clients.”

Paul Fielding, who also serves as Deputy Board Director at Colmore BID, joins the team with a clear vision for the future. Known for his proactive and delivery-focused style, he said: “Joining Canaccord Wealth was a natural choice for me. The team’s dedication to progressive service and client-centric values aligns perfectly with my passion for delivering excellence to clients.”

Roger Sedgwick, with an impressive 37 years of industry experience, echoed these sentiments: “The culture and energy at Canaccord Wealth are what inspired me to join. This is a company that truly believes in its clients and its people, and I’m excited to contribute to its growth here in Birmingham.”

Toby Carpenter, Wealth Planning Director, remarked: “We’re building something truly special here in Birmingham — a small but dynamic team with big ambitions. Our move within Colmore Business District is a testament to our commitment to this city and the clients we serve. With Paul, Roger, and Kathryn joining us, we’re poised for exciting growth in the years ahead.”