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Paul Roe

Investment Director

 

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Paul Roe is investment director of CWMG’s Northern Office. He is responsible for managing private client assets, SSASs and SIPPs on a discretionary basis.

His career in private client services includes extensive experience in private client fund management, and management of advisory and discretionary portfolios. He moved from DJT to Rea Brothers in 1998 and was appointed assistant director in 1999. Paul is a member of the asset allocation committee with responsibility for European markets.

Paul is a Fellow of the Securities Institute and a holder of its diploma.

 

Close Wealth Management Group
Northern Office
3rd Floor, 82 King Street
MANCHESTER . . M2 4WQ

tel: 0161 935 8053
fax: 0161 935 8210
email: enquiriesmanchester@closewm.com

 


Copyright © 2007 Close Wealth Management Group - All rights reserved.
Close Private Asset Management Limited is authorised and regulated by the Financial Services Authority and offers services only available in the UK. Close Private Asset Management Limited is registered in England No 1644127, with its registered office at 10 Crown Place, London EC2A 4FT and is a subsidiary of Close Brothers Group plc. It is a member of APCIMS. Close Wealth Management Group is the trading name of a group of companies that includes Close Private Asset Management Limited.