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”
Month: February 2016
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AARON RITCHIE2 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.
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SHARON NEWTON2 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
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KAREN TEMPLE2 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
