David Mowbray
Investment Consultant @Isio
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WORK HISTORY
Investment Consultant @Isio
Bristol, GB
EDUCATION
CFA Institute
Investment Management Certificate (IMC)
Chartered Insurance Insitute (CII)
Financial Planning and Services
University of the West of England
Bachelor's degree, Building Surveying
Bridgnorth Endowed Sixth Form College
A Levels. Maths, Business Studies, Design & Technology
SKILLS
ABOUT DAVID MOWBRAY
As a dedicated DC Investment Consultant with a decade of experience in the financial services industry, I am passionate about delivering tailored investment solutions that drive optimal outcomes for my clients. My role is uniquely split between hands-on client advisory and in-depth DC focused research, allowing me to blend practical insights with robust analytical expertise.Throughout my career, I have developed a keen ability to navigate complex investment landscapes and deliver clear, actionable advice. I take pride in my collaborative approach, working closely with clients to understand their unique needs and crafting bespoke strategies that meet their objectives.
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