James Pook Email and Phone Number
James Pook work email
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James Pook personal email
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!
Quilter Cheviot
View- Website:
- quiltercheviot.com
- Employees:
- 483
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Investment AdviserQuilter Cheviot Aug 2024 - PresentGreater London, England, United Kingdom -
Trainee Investment ManagerQuilter Cheviot Ltd Apr 2022 - Aug 2024London, England, United Kingdom -
Investment AdministratorQuilter Cheviot Ltd Sep 2019 - Apr 2022London, United Kingdom -
Broker AdminOld Mutual Wealth Jul 2017 - Jul 2018Southampton, United KingdomAt 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
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Graduate Research AssistantBournemouth University May 2017 - Jul 2017Bournemouth, United KingdomResearch 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
James Pook Skills
James Pook Education Details
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First Class Honours -
Colchester Royal Grammar School
Frequently Asked Questions about James Pook
What company does James Pook work for?
James Pook works for Quilter Cheviot
What is James Pook's role at the current company?
James Pook's current role is Investment Adviser.
What is James Pook's email address?
James Pook's email address is ja****@****iot.com
What schools did James Pook attend?
James Pook attended Bournemouth University, Colchester Royal Grammar School.
What are some of James Pook's interests?
James Pook has interest in Consumer And Market Behaviour, Handball, International Competitiveness Social, Cricket, Professional, Game Theory.
What skills is James Pook known for?
James Pook has skills like Microeconomics, Consumer Behaviour, Game Theory, Public Policy, Business Strategy, Presentation Skills, Data Analysis, Economics, Econometric Modeling, Quantitative Analytics, Environmental Economics, Globalization.
Who are James Pook's colleagues?
James Pook's colleagues are Kim Hayward, Tim Healy, Sarah Bradshaw, Emma Kerr, Imogen Latimer, Sadia Farid, James Gatehouse.
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James Pook
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James Ashforth-Pook
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