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Mike Davies
Worcester Branch Manager & Senior Investment Manager
Mike Davies has worked in Stockbroking for over 28 years. He has been a portfolio manager for over 23 years having previously gained invaluable experience throughout the back office and in providing support to a team of investment managers. He qualified as a Stockbroker in 1987.
Mike became manager of the Worcester Office in 2005 where the team of four Investment Managers, with over 100 years experience between them, manage client funds exceeding £130 million for Private Clients, Charities and Trusts. The Worcester team has gained a reputation for the quality of the personal service they deliver to their clients many of whom have remained loyal to the team over a number of generations.
In July 2010 Mike achieved Charted Institute for Securities and Investments Fellowship status which is the pinnacle of CISI Membership, demonstrating outstanding commitment to the Financial Service Industry.
Lucian Delorenzo
Consultant
Paul Langford
Investment Manager
Sharon Priest
Investment Manager
Gareth Deacon
Investment Manager
Julia Jeffrey
Branch Management's Assistant
Rebecca Roberts
Branch Support & Administration