Simon Woolf

Director
Investment management
T: 0121 710 5216
E: simon.woolf@smith.williamson.co.uk

Simon joined Smith & Williamson in August 2008 and principally works with private clients, charities and other not-for-profit organisations. He has worked in the investment industry since April 1994 and in discretionary portfolio management since 1996. He became a Chartered Fellow of the Chartered Institute of Securities & Investment in 2010.

Based in our Birmingham office, Simon forms part of the office’s dedicated charity team and is personally responsible for the management of investment accounts belonging to local religious, educational, social welfare and philanthropic organisations. As a result of referrals made to him by charity trustees and a number of professional connections, Simon also now acts for a growing number of private clients.

Simon is often invited to speak at seminars and is happy to talk on a broad range of investment matters.