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Thomas Holliday

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Investment Director/Deputy Branch Manager

Tom is a longstanding and well-respected part of the wealth management community in York. Starting in 1986 at stockbrokers Smith Newcourt, Tom has held a variety of investment management roles. He first joined Hargreave Hale in 1992, followed by stints at Singer and Friedlander and JM Finn, before returning to Hargreave Hale (now Canaccord Genuity) in 2014. He has vast experience in managing institutional money, as well as income funds.

Today, he primarily looks after private clients, including inheritance tax (IHT) portfolios, with a particular expertise in direct UK equities including small-cap stocks. Tom is a key member of our Small-Cap Investment Committee.

Contact:

+44 1904 232781
View Thomas Holliday's profile on LinkedIn

Location: York

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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.

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