Director for EFSL with substantial experience in assisting in the coordinating of Investment Committees for IFA companies, constructing risk-adjusted centralised investment propositions (CIP) and making proposals for asset allocation / investment compositions etc., with rationale / research provided. Considerable expertise in utilising Financial Express Analytics and mainstream Investment Platforms.
Partner in Edmond Consultancy LLP. Expertise in creating Investment Reviews (including Asset Allocation, Risk Assessment and Fund Selection). Regularly write Research to support Investment Committee meetings and deal with day-to-day enquiries. Currently studying with a view to holding DipPFS and IMC and very often attend webinars, virtual calls with many fund managers and support staff.
Member of Personal Finance Society.
Please see my profile for further details.