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03/07/2023 12:00 am London

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Register for event

03/07/2023 12:00 am
London
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Event intro

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Speakers

Sam Barratt

Chief Executive Officer

Harry Dodds

Investment Manager

Alastair Jackson

Associate Director

Sam Barratt

Chief Executive Officer

Harry Dodds

Investment Manager

Alastair Jackson

Associate Director

Sam Barratt

Chief Executive Officer

Sam joined the family firm in 2009, initially working within the dealing team. In 2011, he moved into management of the firm’s operations, before becoming our Compliance Director in 2012 and Chief Executive Officer in 2015.

Prior to returning to Norfolk, Sam began his career in London, gaining experience at UBS Wealth Management before working at Close Brothers Asset Management, in the settlement and dealing teams.

Sam graduated from Newcastle University in 2004 with a degree in Business and Agriculture. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and, outside of work commitments, Sam is a trustee of three grant making charities.

Sam is married with three children, which keeps him busy, and he enjoys spending time with his family and playing golf.

Harry Dodds

Investment Manager

Harry joined Barratt & Cooke in 2019, having begun his career with an independent financial advice firm, where he obtained his initial investment management exams. Prior to this, Harry graduated from the University of Nottingham with a degree in Industrial Economics and Insurance. He is a Chartered Member of the Chartered Institute for Securities & Investments.

After joining Barratt & Cooke, Harry completed his investment management exams, winning two regional awards in the process; he also holds the certificate in Sustainable and Responsible Investment. He is a member of our investment management team, and his responsibilities include managing portfolios for private clients, pensions, and charities. Harry works closely with William Barratt, William Mellor and Edward Sidgwick, whilst also sitting on the Barratt & Cooke charity committee.

Out of the office, Harry is a keen sportsman. Whilst rugby was his first passion, Harry is now more focussed on games of cricket and golf when the opportunities arise.

Alastair Jackson

Associate Director

Alastair joined Barratt and Cooke in 2008 after graduating from the University of York with a degree in Economics. He started his career in the dealing department before joining the investment management team in 2012. Alastair is a Chartered Fellow of the Chartered Institute for Securities and Investment and became an Associate Director in October 2020.

Within our investment management team, Alastair works closely with Nicholas Burrows, focusing on the management of trust portfolios and assisting legal representatives and beneficiaries with the distribution of estates. Alongside his involvement with trusts, Alastair also manages investments on behalf of private investors and charities.

Outside of work Alastair enjoys spending time with his young family, being in the Norfolk countryside and is an avid sports fan.

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Introduction by Paul Yates

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In-depth analysis

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Findings and conclusions

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Docklands, Norwich

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Barratt & Cooke Stockbrokers
5 Opie Street
Norwich
Norfolk
NR1 3DW

Tel: 01603 624236
Fax: 01603 665757

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03/07/2023 12:00 am
London

Register for Barratt & Cooke event

Register for event

03/07/2023 12:00 am
London
Agreement(Required)