David Spokes Email & Phone Number

London, Gb

London, Gb

London, Gb

Investment Manager Chartered FCSIAssistant Director at Brewin DolphinPresident of the CISI East Midlands Regional CommitteeWealth ManagerIn this role I help a variety of clients with their Wealth management needs, these include private individuals managing their ISAs, pensions and personal investment portfolios as well as charities, trusts and companies. The main aspect of the role involves constructing investment portfolios to meet the financial objectives of all clients which can be specific and I particularly enjoying tailoring investment selections to ensure financial goals are achieved. I look to meet all my clients in person to get a full appreciation of their financial goals and aspirations, this helps me to develop a strategy which is specific to that client. Once a strategy has been agreed I conduct regular reviews with my clients to ensure we are on track to meet our objectives.I also help Financial Planners with high net worth clients that have specific investments requirements and also work with Solicitors and Accountants to ensure continuity of clients professional services.

• Writing suitability reports on behalf of Financial Planners• Requesting and collating Policy information• Administering the advisory investment service• Attending client meetings• Presentations to colleagues in other offices• Liaising with life offices• Obtaining and analysing quotations• Preparing research reports

This was a secondment as part of my role at Perspective Wealth Management. Both Perspective Wealth Management & Cambridge Investments Limited have the same Parent company Perspective Finanancial Group Limited.

Master Of Business Administration - Mba

Bachelor Of Science (Bsc), Chemistry

Education record