Previously worked at Redmayne Bentley, Fieldings Investment Management and set up CFM in April 2013.
Andrew has 20 years of experience working in the City of London. He started his career at Merrill Lynch before moving on to hold senior positions at both Investec Bank & Macquarie Group. Andrew is currently working as an advisor to a family office in London and joined CFM as a board director in late 2018.
Stephen has been an Investment manager, managing portfolios for over 20 years.
He started his career with Durlacher, then spent 16 years with Walker Crips Plc, prior to joining Capital Financial Markets in 2017
Michael’s career began in 1973 at Berger and Gosschalk. Taken over by Akroyd and Smithers in 1976, Michael then became a member of the London Stock Exchange in 1980.
In 1986 Michael was approached by Chase Manhattan, where he held the position of Associate Director. He then moved onto Nat West Bank in 1989. He has since held positions within a variety of other financial institutions and brings a wealth of stockbroking experience to CFM.
Toby joined us after 15 years in the legal industry as a barristers clerk, in both criminal and civil law. There, he was a very effective operations manager. He assists Paul Coffin with day to day matters, and is also our office manager. He is also taking the PCIAM Investment Examinations
Stuart, 46, has 30 years’ experience working in stockbroking and wealth management. He started with Glasgow broker Speirs & Jeffrey in 1989 working in back-office departments before joining the dealing team in 1993. Stuart left Speirs this month and will run the CFM Caledonian office.
Stuart manages investment portfolios for his clients and works closely with UK wide solicitors in offering date of death valuations and estate share dealing services.