Month: February 2016

People

SCOTT GARRATLEY

2 February 2016

Scott joined SALIX WEALTH in November 2015. He joined us fresh from completing his MSC in Finance and Investment from Aston Business School. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager. Scott handles the day to day portfolio management, assists the directors with client … Continue reading “SCOTT GARRATLEY”

People

AARON RITCHIE

2 February 2016

Aaron joined SALIX WEALTH in October 2017 after previously working as an administrator in a political lobbying organisation and as an editor within the film-making industry. He is a member of the CFA Institute, having completed the Investment Management Certificate (IMC). Aaron assists with client related activity and undertakes financial and investment analysis.  

People

SHARON NEWTON

2 February 2016

Sharon joined the SALIX WEALTH team in October 2017 and has 17 years experience in financial services and wealth management. She provides paraplanning support to the partners. sharon.newton@salixwealth.com

People

KAREN TEMPLE

2 February 2016

Karen joined SALIX WEALTH in October 2018. Karen is responsible for co-ordinating our professional infrastructure and the liaison and administration of our client’s affairs. karen.temple@sorbus.com