Rupert Forrest
Chartered Wealth Manager & Branch Principal @Raymond James UK
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WORK HISTORY
Chartered Wealth Manager & Branch Principal @Raymond James UK
Helping our clients with the management of their financial affairs with integrity and understanding.Raymond James Thorpe Park, Leedse: r••••••••@raymondjames.comw:
EDUCATION
Newcastle University
2:1, Politics & Economics
SKILLS
ABOUT RUPERT FORREST
An experienced and trusted professional in the Wealth Management industry. Having established and grown a successful and well respected Raymond James branch. Prior to joining Raymond James, I held regulated roles at both Barclays Wealth and Investec Wealth where I built client relationships and provided trusted advice. Having graduated with a 2:1 in Politics & Economics from Newcastle University, I spent the first part of my career as an Officer in the British Army serving on operations in Iraq and Bosnia as well as more varied roles which included providing cover for the UK firefighter dispute in 2002 (Operation Fresco) and serving in a Public Duties role at Buckingham Palace and Tower of London. Becoming the Army Surf Champion in 2003 is also worth a mention.
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