ABOUT US

Meet the team

Gareth Burchell

Head of Stockbroking

Gareth began his career in the Insurance industry and spent 3 years at RBS Insurance prior to setting his sights on a career in the city. His financial career began as a trainee Stockbroker in 2003 and he has spent his time trading Equity markets ranging from FTSE 100 companies, right through to small cap and fledgling stocks. He has developed strong and lasting relationships with corporate brokers, market makers and market professionals throughout London. Gareth has obtained the Diploma in Private Client Investment Advice and Management (Level 6).

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Greg Watson

Investment Advisor

After 5 years working in accountancy Greg transferred his skills to pursue a career in financial services. In 2004 Greg Joined City Equities Ltd with a direct focus on small cap companies and has developed a wealth of cross sector knowledge and experience. Greg is RDR qualified and a member of the Chartered Institute of Securities and Investment.

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Benjamin Phillips

Investment Advisor

After graduating from university, Benjamin started his career with Zurich Financial before moving to City Equities Ltd, where for 5 years he specialised in the Small-Cap sector progressing to Senior Dealer and then Manager. For 5 years Benjamin focused on FTSE 350 CFD trading at Central Markets Ltd, again as a Senior Trader and then progressing to a Management position. He has gained a wealth of knowledge and contacts in the financial industry, is RDR qualified and is also a member of the Chartered Institute of Securities and Investment.

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James Birch

Investment Advisor

James started his career in the City in 1999. He spent the first 14 years advising clients on Small-Cap equities, before joining Shard Capital as part of the team responsible for setting up the Stockbroking arm. His RDR qualification gained special recognition from the Chartered Institute of Securities and Investments for achieving the highest combined pass mark for the Investment Advice Diploma in 2011. He prides himself in building and maintaining client relationships and continues to work in the City after relocating to the South Coast in 2010.

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Jonathan Critchley

Investment Advisor

Jonathan graduated in Business in 2002 and started his career in The City the same year, specialising in advice on Small Cap shares. During his 7 year tenure Jonathan progressed to Senior Dealer and then Manager before leaving to increase his knowledge of the financial markets and advise on a wider range of products. In this role Jonathan was in charge of Business Development and mentor to the junior broking team passing on his knowledge and expertise, before joining Shard Capital. Jonathan is member of the Chartered Institute of Securities and Investment and is RDR qualified.

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Simon Niven

Chartered Wealth Manager

Simon provides a personalised approach to managing his advisory and discretionary clients, forging strong professional relationships. Simon has spent the majority of his time in the City at capital markets and investment bank XCAP, where he had direct contact with the market. As a result of this, Simon is well connected with market makers and corporate brokers throughout The City. Simon has passed the Investment Management Certificate through the Chartered Financial Association, along with the Private Client Investment Advice and Management Diploma through the Chartered Institute of Securities and Investment and is a Chartered Wealth Manager.

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Robert Wiegold

Investment Manager

Robert started in the City in 2001 as an Accountant before moving to a career in Financial Services. In his last role he was Equity Manager in addition to being a member of the Investment Committee. In this time he met and analysed hundreds of companies in order to successfully identify investment opportunities for his clients. Robert is Level 6 qualified and a member of the Chartered Institute of Securities and Investment.

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Dean Grehan

Investment Manager

Dean began his career in Financial Services in 2000. He spent 15 years advising clients, initially on small cap shares, and latterly on other markets and in FTSE100 derivatives. In 2015 he joined Shard Capital as a partner and stockbroker where he advises on all aspects of UK and pan European Equities and Derivatives, including Options and Algorithmic Trading. Dean has a Diploma in Private Client Advice and Management (Level 6), and is a member of the Chartered Institute of Securities and Investment, and the Society of Technical Analysts. Outside of the office Dean is a keen rugby player and tri-athlete, recently participating in the world famous ‘Ironman’ event series.

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David Shaw

Investment Advisor

David’s career started at the Home and Foreign offices, the pinnacle of which was a 2-year appointment as Vice Consul for the British Consulate General in Chongqing, China at the age of 26. He subsequently moved over to Financial Services, joining Shard Capital as a Stockbroker in October 2013, and promoted to the role of Partner (CF30) in July 2016. He specialises in advising on small cap equities and prides himself on his personal and professional approach, developing lasting relationships with his clients. David is a member of the Chartered Institute of Securities and Investment and is RDR qualified.

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Simon McElhinney

Investment Manager

Originally from New Zealand, Simon McElhinney graduated in 1994 with a BCom in Finance from the University of Auckland. After selling the education business he founded, he moved to London and began his City career at Killik & Co in 2000 – where he worked for 15 years as a private client broker – before joining Shard Capital in April 2015. Simon advises clients across a wide range of potential investments including equities, bonds and collectives, providing a bespoke and personalised investment management service aligned to a client’s needs and goals. Simon holds a number of professional qualifications, including Private Client Investment Advice and Management (Level 6).

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Ross Legon

Investment Manager

Ross began his career at Killik & Co where he strengthened client relationships, tailored portfolios to meet client objectives and traded international markets. After 8years at Killik & Co Ross then worked for Macquarie Bank in Australia before returning to London to join Shard Capital in April 2015. Ross provides a highly personalised approach when advising Shard Capital’s clients and ensures bespoke investment management. He holds the professional qualification Private Client Investment Advice and Management (level 6) and is a chartered member of the Chartered Institute of Securities and Investment.

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