Wealth management firm expands with Birmingham office and new hires

Canaccord Wealth has opened a new office in Birmingham’s Colmore Business District, following the appointment of three senior staff members earlier this year.

The move marks a continued investment in the city as the company looks to expand its wealth management services, which will support Canaccord’s growth plans and enhance its presence in the region.

The appointments include investment managers Paul Fielding and Roger Sedgwick, who bring a combined 65 years of experience, along with Kathryn Sargent, who joins as intermediary business development manager.

Duncan Stratford, managing director UK Wealth Management, said: “The opening of our brand-new Birmingham office is another important step in our journey to becoming the best wealth manager by service and performance in the UK. We’re committed to supporting clients with a progressive approach underpinned by industry-leading technology.

“Our new location positions us perfectly to achieve this. Paul, Roger and Kathyrn embody our ‘above and beyond’ ethos and bring a wealth of expertise and energy that will help us continue to deliver exceptional value for our clients.”