Martin Bold
Telephone: 01491 570 755
Martin brings more than 25 years’ of portfolio management expertise, having previously been with Charles Stanley’s London office since 1996. He began his stockbroking career with Brown Shipley’s Reading office before making the move into the City to gain invaluable market knowledge and experience.
Martin is a Chartered Fellow of the Securities Institute and provides Investment Management services for private clients and intermediaries, building bespoke portfolios for General Investment Accounts, ISAs, SIPPs, trusts, charities and company accounts. He joined the Henley office in 2018, attracting new clients to the firm, and continuing his relationships with existing clients. As many of these relationships have developed over the past twenty-five years, Martin has provided continuity with long-term family investments.