Sean Finnerty

Sean Finnerty

Investment Risk Assistant
London skyline

About me

I work with the Investment Risk team where I assist in the implementation and monitoring of our suitability process.

My role involves reviewing and producing various suitability related reports as well as assisting Investment Managers through quality assurance audits and advising them on any suitability queries they may have.

Background/Experience

Before joining IW&I, I spent three years working as an analyst in the Financial Crime team for Investec Asset Finance. I graduated with a BSc Joint Honours degree in Maths and Economics from the University of Nottingham in 2019 and have since completed the Level 4 CISI Investment Advice Diploma.

My interests

Outside of work I'm passionate about many sports, particularly football which I play a few times a week. I am also a film enthusiast and enjoy spending time with family and friends.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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