James Pook Email & Phone Number
@quiltercheviot.com
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Who is James Pook? Overview
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James Pook is listed as Investment Adviser at Quilter Cheviot, a with 483 employees, based in Witham, England, United Kingdom. AeroLeads shows a work email signal at quiltercheviot.com and a matched LinkedIn profile for James Pook.
James Pook previously worked as Trainee Investment Manager at Quilter Cheviot Ltd and Investment Administrator at Quilter Cheviot Ltd. James Pook holds Ba (Hons), Economics, First Class Honours from Bournemouth University.
Email format at Quilter Cheviot
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About James Pook
I am an Investment Adviser working closely alongside Henry Flather at Quilter Cheviot. We provide bespoke investment management services for high net worth families to help them meet their financial objectives now and for future generations. From ISAs & Pensions to Corporations & Trusts, we create investment solutions for a variety of needs including managing a tax liability or meeting an income requirement. We can design highly personalised portfolios (everyone's favourite three letters - ESG!), and as your dedicated investment manager you will always receive an exemplary level of service.I'm keen to connect with other young professionals (particularly financial advisors, solicitors and accountants) to build a network of connections that will help to meet the needs of clients in the future when I receive queries outside of my areas of expertise!
Listed skills include Microeconomics, Consumer Behaviour, Game Theory, Public Policy, and 17 others.
James Pook's current company
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James Pook work experience
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Trainee Investment Manager
Investment Administrator
Broker Admin
At Old Mutual Wealth I worked with the Broker Admin team to assist internal and external clients with business transactions for their products owned with Old Mutual Wealth.I also operated as a CaSanoVa representative. These are individuals, who dealt with non-formal complaints before they rise in severity. At Old Mutual I gained my Lean 1A qualification, and took courses for Continuous Improvement and Handling of Client Assets. My proudest moment while working for Old… Show more At Old Mutual Wealth I worked with the Broker Admin team to assist internal and external clients with business transactions for their products owned with Old Mutual Wealth.I also operated as a CaSanoVa representative. These are individuals, who dealt with non-formal complaints before they rise in severity. At Old Mutual I gained my Lean 1A qualification, and took courses for Continuous Improvement and Handling of Client Assets. My proudest moment while working for Old Mutual Wealth would have to be my nomination for "STAR" (employee) of the month, for work on a project to assist in the migration of records to a newly introduced software. Show less
Graduate Research Assistant
Research Assistant on a project titled "The Impact of Migration on the Trade in Cultural Goods". My remit included: collating raw data from several sources into one usable database (3 million observations total); conducting data analysis to provide useful statistical insights; an investigation into existing academic literature similar to our chosen subject; and finally running preliminary hypothesis testing using regressionary techniques.I then further assisted on the projected by… Show more Research Assistant on a project titled "The Impact of Migration on the Trade in Cultural Goods". My remit included: collating raw data from several sources into one usable database (3 million observations total); conducting data analysis to provide useful statistical insights; an investigation into existing academic literature similar to our chosen subject; and finally running preliminary hypothesis testing using regressionary techniques.I then further assisted on the projected by presenting our findings at an International Tourism conference: The Visitor Economy: Strategies and Innovations, held in Bournemouth, September 2017. Show less
Colleagues at Quilter Cheviot
Other employees you can reach at quiltercheviot.com. View company contacts for 483 employees →
Matt Dawson
Colleague at Quilter CheviotBristol, England, United Kingdom
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Kate Price
Colleague at Quilter CheviotBristol, England, United Kingdom
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Emma Grant, Chartered Mcsi
Colleague at Quilter CheviotGreater Edinburgh Area, United Kingdom
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Rob Bolger
Colleague at Quilter CheviotLiverpool, England, United Kingdom
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Zaahir Patel
Colleague at Quilter CheviotUnited Kingdom
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Erin Florendine
Colleague at Quilter CheviotSevenoaks, England, United Kingdom
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Craig Stirling
Colleague at Quilter CheviotGlasgow, Scotland, United Kingdom
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June Streeton
Colleague at Quilter CheviotUnited Kingdom
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Balveen Gabha
Colleague at Quilter CheviotLondon Area, United Kingdom
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Monica Majed
Colleague at Quilter CheviotGreater London, England, United Kingdom
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James Pook education
Ba (Hons), Economics, First Class Honours
Education record
Frequently asked questions about James Pook
Quick answers generated from the profile data available on this page.
What company does James Pook work for?
James Pook works for Quilter Cheviot.
What is James Pook's role at Quilter Cheviot?
James Pook is listed as Investment Adviser at Quilter Cheviot.
What is James Pook's email address?
AeroLeads has found 1 work email signal at @quiltercheviot.com for James Pook at Quilter Cheviot.
Where is James Pook based?
James Pook is based in Witham, England, United Kingdom while working with Quilter Cheviot.
What companies has James Pook worked for?
James Pook has worked for Quilter Cheviot, Quilter Cheviot Ltd, Old Mutual Wealth, and Bournemouth University.
Who are James Pook's colleagues at Quilter Cheviot?
James Pook's colleagues at Quilter Cheviot include Matt Dawson, Kate Price, Emma Grant, Chartered Mcsi, Rob Bolger, and Zaahir Patel.
How can I contact James Pook?
You can use AeroLeads to view verified contact signals for James Pook at Quilter Cheviot, including work email, phone, and LinkedIn data when available.
What schools did James Pook attend?
James Pook holds Ba (Hons), Economics, First Class Honours from Bournemouth University.
What skills is James Pook known for?
James Pook is listed with skills including Microeconomics, Consumer Behaviour, Game Theory, Public Policy, Business Strategy, Presentation Skills, Data Analysis, and Economics.
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