Tim Sterritt

Wealth Manager Financial Planning Specialist @Davy

Belfast, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Wealth Manager Financial Planning Specialist @Davy

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Belfast, GB

EDUCATION

N/A

Chartered Institute for Securities & Investment

Investment Advice Diploma

N/A

Chartered Insurance Institute

Diploma in Financial Planning

N/A

CFA Institute

Cert. Investment Management

N/A

Chartered Insurance Institute

Diploma in Regulated Financial Planning

2005 — 2008

Belfast Institute of Further & Higher Education

A Levels

N/A

Chartered Insurance Institute

Advanced Diploma in Financial Planning

N/A

Chartered Institute for Securities & Investment

Capital Markets Programme

2007 — 2011

University of Ulster

BSc Hons, Business Finance & Investment

1999 — 2004

Campbell College Belfast

GCSE

ABOUT TIM STERRITT

Established in 1926, the Davy Group is Ireland\'s leading provider of wealth management, asset management, capital markets and financial advisory services. The Davy Group is headquartered in Dublin, with offices in London, Belfast, Cork and Galway. Employing over 680 people, we offer a broad range of services to private clients, small businesses, corporations and institutional investors, and organise our activities around five interrelated business areas - Asset Management, Capital Markets, Corporate Finance, Private Clients and Research. Personal: Chartered Member of the Chartered Institute for Securities and Investments. Chartered Fellow of the Chartered Insurance Institute/Personal Finance Society. CF30

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Tim Sterritt — Wealth Manager Financial Planning Specialist at Davy in Belfast, GB | Unifers