You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.
Please read the terms and conditions before proceeding.
Please note these are subject to change at any time.
The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.
The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.
I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.
By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.
Toby graduated from Nottingham Trent University in 1999 with an Honours degree in Financial Services. He started his career as a financial adviser, before joining Coutts & Co as a Private Banker where he advised high net worth individuals, Toby ran the Birmingham office of Charles Stanley Stockbrokers where he managed private client portfolios and a team of investment managers. Toby joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth and manages a mixture of private client, charity and pension portfolios. He is a chartered member of the CISI, holds a Master's in Wealth Management and is a CFA charterholder. He has over 25 years’ industry experience.