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Chartered Wealth Manager @St. James's Place
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WORK HISTORY
Chartered Wealth Manager @St. James's Place
Edinburgh, GB
St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
EDUCATION
Oxford Brookes University
BSc (Hons), Applied Accounting
The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager
ACCA
Advanced Diploma in Accounting and Business
INSEAD
Blockchain Revolution in Financial Services
The Chartered Institute for Securities & Investment (The CISI)
Certified Financial Planner (Level 7), Financial Planning and Services
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