Skip to main content

James Holroyd

Photo of James Holroyd

Investment Director/Assistant Head of Worcester Office

James is an Investment Director responsible for managing investments on behalf of Private Clients, Charities, Trusts and Pension Funds. He is a Chartered Wealth Manager and Fellow of the CISI, as well as a member of CGWM's UK Large Cap Stock Selection Committee.

Areas of expertise:

Stock selection, asset allocation, investment strategy.

Location: Worcester


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.