Tim Sterritt
Wealth Manager Financial Planning Specialist @Davy
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WORK HISTORY
Wealth Manager Financial Planning Specialist @Davy
Belfast, GB
EDUCATION
Chartered Institute for Securities & Investment
Investment Advice Diploma
Chartered Insurance Institute
Diploma in Financial Planning
CFA Institute
Cert. Investment Management
Chartered Insurance Institute
Diploma in Regulated Financial Planning
Belfast Institute of Further & Higher Education
A Levels
Chartered Insurance Institute
Advanced Diploma in Financial Planning
Chartered Institute for Securities & Investment
Capital Markets Programme
University of Ulster
BSc Hons, Business Finance & Investment
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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