About me
Provide investment focused support to Investment Managers whilst liaising with clients, colleagues and intermediaries as required. Focusing on the account opening process, preparing written investment proposals and assisting in the preparation of bespoke investment reports and portfolio reviews. Monitor the team’s 'Know Your Client' reviews and assist in the maintenance of accurate and up to date KYC information. Build orders and place deals as directed by a competent Investment Manager.
Background/Experience
Graduated from Liverpool John Moore's University with a 1st class degree in Accounting and Finance and is an Associate member of the Chartered Institute for Securities and Investments. Currently studying towards achieving the Chartered Wealth Manager Qualification.
My interests
Enjoys playing football and has recently completed his FA level 1 coaching badge which has given him the skills to help run his local football club. He has also just started playing golf and spends most of his time out of work with his family.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
We provide Investment management solutions that are designed specifically to meet your objectives.