David Lockhart Chartered Mcsi

David Lockhart Chartered Mcsi Email and Phone Number

Business Development | Investment Consultant @ Concentric Group
Saint Helier, JE
David Lockhart Chartered Mcsi's Location
St. Helier, St. Helier, Jersey, Jersey
About David Lockhart Chartered Mcsi

At Concentric Group, my focus is on delivering bespoke financial planning to a diverse clientele, harnessing my expertise in international financial advice and cash flow management. With a career commencing in 2004, my journey through prestigious financial institutions has equipped me with a deep understanding of the complexities faced by high net worth individuals, corporates and trustees particularly in the realm of advice.Steering my clients towards financial organisation, I pride myself on creating strategies that are meticulously tailored to their unique global aspirations. The vision at the core of my practice is to facilitate a client-centred outcome, where every financial plan is a roadmap to personal and professional fulfilment. Our team's dedication to this philosophy fosters enduring partnerships built on the bedrock of trust and unparalleled service.

David Lockhart Chartered Mcsi's Current Company Details
Concentric Group

Concentric Group

View
Business Development | Investment Consultant
Saint Helier, JE
Website:
concentric.je
Employees:
18
David Lockhart Chartered Mcsi Work Experience Details
  • Concentric Group
    Business Development | Investment Consultant
    Concentric Group
    Saint Helier, Je
  • Concentric Group
    Business Development & Wealth Consultant
    Concentric Group Jun 2024 - Present
    Jersey
  • Iod Jersey
    Co-Chair Sponsorship
    Iod Jersey Jul 2024 - Present
    Jersey
  • Quilter Cheviot
    Financial Planner
    Quilter Cheviot Nov 2023 - Jun 2024
    Jersey
    Providing holistic financial planning for Jersey and international clients with a global go we
  • Hsbc
    High Net Worth Premier Wealth Manager
    Hsbc Sep 2021 - Nov 2023
    Jersey
  • Wesleyan
    Financial Planner
    Wesleyan Apr 2020 - Sep 2021
    West Of Scotland
    Helping the community with all their financial planning needs while also specialising in teacher pensions.
  • Santander Private Banking
    Private Banker
    Santander Private Banking May 2016 - Apr 2020
    Scotland
    My role is to be the connection for my clients to Santander, ensuring their needs are met in a personal, discrete & exclusive way.In Scotland, we are closely aligned to our domestic, international & corporate banking colleagues, who provide a seamless liaison for services across the Santander group.
  • Hsbc
    International Wealth Manager
    Hsbc May 2014 - May 2016
    Jersey
    Regulated financial advice with HSBC Expat. To nurture and develop my bank of premier clients in a professional and courteous manor, developing and deepening their relationship with HSBC Expat.
  • Outlander Llp
    Home Economist / Food Stylist
    Outlander Llp Nov 2013 - May 2014
    Glasgow
    Managing and preparing medieval banquets for a new American TV show being filmed in Glasgow, Manage food styling for selected scenes in the grand banqueting hall.Plan towards set timescale for filming while retaining flexibility on schedule or set changes.Ensure my assistant and the prop department are aware of expectations and have the set prepared accordingly.Liase with director and production departments requirements giving daily updates on… Show more Managing and preparing medieval banquets for a new American TV show being filmed in Glasgow, Manage food styling for selected scenes in the grand banqueting hall.Plan towards set timescale for filming while retaining flexibility on schedule or set changes.Ensure my assistant and the prop department are aware of expectations and have the set prepared accordingly.Liase with director and production departments requirements giving daily updates on progress.Multi tasking and decision making bearing in mind possible last minute changes on set or cast requirements.Conducting TV interviews with US press for promotional features. Show less
  • Wee Guys Deli
    Manager
    Wee Guys Deli Sep 2013 - Mar 2014
    Glasgow
    Running all aspects of a new upmarket city centre deli, my partners uncle has opened the “Wee Guys” on Cochrane street and left the management & development of this business to me over the last 4 months while he focuses on his main restaurant. Manage & minimise costing on stock, wages & running costs without affecting quality standard. Obtaining 3 or 4 quotes from a variety of suppliers. Manage marketing of cafe with local businesses & community. Weekly updates… Show more Running all aspects of a new upmarket city centre deli, my partners uncle has opened the “Wee Guys” on Cochrane street and left the management & development of this business to me over the last 4 months while he focuses on his main restaurant. Manage & minimise costing on stock, wages & running costs without affecting quality standard. Obtaining 3 or 4 quotes from a variety of suppliers. Manage marketing of cafe with local businesses & community. Weekly updates with owner on progress operating stop start continue strategy.Manage staff to quality of work and attitude along with sales techniques with customers.Morning team huddle previewing daily focus & develop team members to their goals, reviewing daily & weekly.Develop new menu ideas with the focus on increasing sales. Show less
  • Santander
    Client Relationship Manager
    Santander Nov 2006 - Sep 2013
    Glasgow Region
    Member of the exclusive Platinum Club reserved for the top 100 advisors in the company.Premium Investment client bank with £4M under managementAwarded Recognition Events to New York & London for sales & quality performanceBiggest case to date £1,65M new money.In 2012, 80% of business processed was self generatedExemplary regulatory record
  • Banco Santander
    Home Finance Adviser
    Banco Santander Sep 2005 - Nov 2006
    Glasgow
    Telephone based mortgage sales including insurances.
  • Banco Santander
    Customer Manager
    Banco Santander Apr 2004 - Sep 2005
    Glasgow
    Additional lending for mortgage customers including insurance sales.
  • Bt
    Sales Adviser
    Bt Jan 2002 - Apr 2004
    Glasgow
    Part of number 1 team in company. Continuously exceeded targets set upon me.
  • Jadson Healthcare
    Records & Resources Manager
    Jadson Healthcare Mar 2000 - Jan 2002
    Glasgow & National
    Mangement of medical records developing with File Maker Pro nationally for ScottishPower, Manweb & Southern Water.
  • Italmania
    Manager
    Italmania Jul 1998 - Mar 2000
    Glasgow
    Ran day to day businessChef across pasta, Pizza & Breads.

David Lockhart Chartered Mcsi Education Details

Frequently Asked Questions about David Lockhart Chartered Mcsi

What company does David Lockhart Chartered Mcsi work for?

David Lockhart Chartered Mcsi works for Concentric Group

What is David Lockhart Chartered Mcsi's role at the current company?

David Lockhart Chartered Mcsi's current role is Business Development | Investment Consultant.

What schools did David Lockhart Chartered Mcsi attend?

David Lockhart Chartered Mcsi attended Chartered Institute For Securities & Investment, Chartered Insurance Institute, Kelvinside Academy.

Who are David Lockhart Chartered Mcsi's colleagues?

David Lockhart Chartered Mcsi's colleagues are Mark Chipperfield, Anastasia Smith Dippfs, Kathryn Mcdonald, Stephen Le Fondre, Chris Curtis, Louise Allenby, Adrian Rafa, Cfa.

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