Our new full–service office opening in Birmingham

Our new full–service office opening in Birmingham
  • Financial planning
  • 1 minute read

We are delighted to announce the upcoming opening in early December of our new office in Birmingham. This is a full-service office offering both Advice and Bespoke Investment Management services across the Midlands. The Birmingham office will be one of our most important hubs outside of London, with an integrated team of financial advisers and investment managers.

The Advice team will consist of more than a dozen individuals overall, with six Financial Planning Advisers supported by a wider team of Client Service Executives/Paraplanners.

The new office will also host six Investment Managers, including Sally-Ann Gallier and Phil Mountford who joined earlier in the year from Rathbones and Investec.

Our CEO Eddy Reynolds said: “We are thrilled to announce the opening of our new Birmingham site, one of CBAM’s most significant full-service offices in the UK, which will further expand the availability of our bespoke Advice and Investment Management services.

“Deepening our regional presence is a key strategic priority for CBAM, and the opening of the Birmingham office follows a range of new key hires over the last year. We believe that our clients continue to value a personal and local connection with their advisers and investment managers, and this only becomes more evident during turbulent times of market volatility, such as the type we are all living through now.”

Capital at risk.

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