Investment Director
0121 230 1937

Toby graduated from Nottingham Trent University in 1999 with an Honours degree in Financial Services. He started his career as a financial adviser, before joining Coutts & Co as a Private Banker where he advised high net worth individuals. Prior to joining Punter Southall Wealth (formerly Psigma Investment Management), Toby ran the Birmingham office of Charles Stanley Stockbrokers where he managed private client portfolios and a team of investment managers. Toby joined our Birmingham office in 2012 and manages a mixture of private client, charity and pension portfolios. He is a chartered member of the CISI and holds a Masters in Wealth Management and is a CFA charterholder. He has over 20 years’ investment experience.

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