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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

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.