How can I help you?
Prior to joining Tees in November 2016, I had worked in the Investment Management industry for over 10 years. Through self-study, I have achieved my Investment Advice Diploma, which has provided me with a broad knowledge of investments and products, and am a Chartered Member of the CISI. My role as an Investment Manager involves creating suitable portfolios of investments for my clients and, subsequently, managing them in line with agreed objectives and risk tolerances.
What else should you know?
Outside of Tees, I also carry out workbook reviews for the CISI, ensuring that their study material for the next generation of students remains up-to-date as the financial industry changes and develops.