David Lockhart Chartered Mcsi Email and Phone Number
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.
Concentric Group
View- Website:
- concentric.je
- Employees:
- 18
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Business Development | Investment ConsultantConcentric GroupSaint Helier, Je -
Business Development & Wealth ConsultantConcentric Group Jun 2024 - PresentJersey -
Co-Chair SponsorshipIod Jersey Jul 2024 - PresentJersey -
Financial PlannerQuilter Cheviot Nov 2023 - Jun 2024JerseyProviding holistic financial planning for Jersey and international clients with a global go we -
High Net Worth Premier Wealth ManagerHsbc Sep 2021 - Nov 2023Jersey -
Financial PlannerWesleyan Apr 2020 - Sep 2021West Of ScotlandHelping the community with all their financial planning needs while also specialising in teacher pensions. -
Private BankerSantander Private Banking May 2016 - Apr 2020ScotlandMy 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. -
International Wealth ManagerHsbc May 2014 - May 2016JerseyRegulated 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. -
Home Economist / Food StylistOutlander Llp Nov 2013 - May 2014GlasgowManaging 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
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ManagerWee Guys Deli Sep 2013 - Mar 2014GlasgowRunning 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
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Client Relationship ManagerSantander Nov 2006 - Sep 2013Glasgow RegionMember 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 -
Home Finance AdviserBanco Santander Sep 2005 - Nov 2006GlasgowTelephone based mortgage sales including insurances. -
Customer ManagerBanco Santander Apr 2004 - Sep 2005GlasgowAdditional lending for mortgage customers including insurance sales. -
Sales AdviserBt Jan 2002 - Apr 2004GlasgowPart of number 1 team in company. Continuously exceeded targets set upon me. -
Records & Resources ManagerJadson Healthcare Mar 2000 - Jan 2002Glasgow & NationalMangement of medical records developing with File Maker Pro nationally for ScottishPower, Manweb & Southern Water.
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ManagerItalmania Jul 1998 - Mar 2000GlasgowRan day to day businessChef across pasta, Pizza & Breads.
David Lockhart Chartered Mcsi Education Details
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Diploma In Regulated Financial Planning -
Kelvinside Academy
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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