Market Update - Q&A - August 2023
About
In our Market Update, Charlie Lloyd, Head of Investment at Skerritts, gives you the latest update from the world of investments and talks about Skerritts Investment strategy and how we are dealing with the ongoing volatile economic climate.
Please note:
The value of your investment may go down as well as up, and you may not get back what you initially invested. This presentation is the opinion of the orator and does not constitute advice. This presentation was aimed at retail clients. If you would like advice upon your investments please contact your financial advisor.
Skerrritts is a trading name of Skerritt Consultants who are authorised and regulated by the Financial Conduct Authority. FCA number 163291. Registered in England, number 04129116. Registered office Skerritt house, 23 Coleridge Street, Hove, BN3 5AB
Speakers
Charlie Lloyd
Head of Investments
I started my career with HSBC Investments and UBS Wealth Management, before joining Brewin Dolphin where I worked in their Brighton and Reigate offices. I joined Skerritts in April 2017 as an Investment Manager, and became Head of Investments at the end of 2019.
James Richardson
Head of Client Proposition
James is a Chartered Wealth Adviser with Fellowship status. He won “Innovator of the Year” at the Professional Adviser New Talent Awards 2019, where he was also shortlisted for Adviser of the Year and Diversity & Inclusion.
He has been at Skerritts since August 2021. His role is to ensure we deliver an excellent level of service to our clients and see where and how we can improve.