Ray Martin Email and Phone Number
Began my working career at 15 in 1987 for NatWest at my local branch in Whetstone, London N20. Worked in a variety of roles there until 1993 when I moved briefly to the local Regional Office in Borehamwood, Herts. I have now been with Coutts permanently since 1995 having started as a temp in 1994. Have always been client facing, albeit in support roles, and worked in London from 1994 to 2000 servicing a UK client base, then from 2000 to 2006 in the International Client Group supporting Private Bankers assigned to the Middle East. I then worked in the Manchester office for 14 months from April 2006 to June 2007, the Sheffield office from June 2007 until April 2018 and have been based in our Leeds office since then, albeit have been working from home since the first lockdown in April 2020.Gained my CISI Level 3 Certificate in Wealth & Investment Management in Nov 2016 and IAD Level 4 in Feb 2020.Since early 2021 I have broadened out my experience into training new starters to the Wealth Analyst role, the annual Graduate intake ahead of their six month wealth placement and also new Junior Wealth Managers.
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Associate, Wealth AnalystCoutts Feb 1995 - PresentGreater Leeds AreaCurrently based in Leeds though also work on occasion from the Sheffield satellite office. Been in role since April 2018 having previously been a Wealth Manager's Assistant based permanently in Sheffield from November 2012 - April 2018. Prior to that, was a Private Banking Assistant from June 2007 - November 2012 also based in Sheffield.This role is effectively that of a paraplanner whereby I construct advice reports/ suitability letters for clients having completed the appropriate analysis and fact find document on behalf of Wealth Managers. -
Assistant, Wealth ManagerCoutts & Company Jun 2007 - Nov 2019Sheffield, United KingdomI work as a Wealth Manager's Assistant at Coutts in Sheffield, South Yorkshire. It is a client facing role providing support in delivering investment advice to wealthy individuals via our 'in-house' proposition. I have worked for Coutts since 1995, though have been in my current role based in Sheffield since June 2007.
Ray Martin Education Details
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Ashmole School In Southgate, London N14N/A
Frequently Asked Questions about Ray Martin
What company does Ray Martin work for?
Ray Martin works for Coutts
What is Ray Martin's role at the current company?
Ray Martin's current role is Associate, Wealth Analyst at Coutts.
What schools did Ray Martin attend?
Ray Martin attended Ashmole School In Southgate, London N14.
Who are Ray Martin's colleagues?
Ray Martin's colleagues are Zoe Jeffery, Brian Horrigan, Albie B., Paul Wilson, Kevin Denny, Stephen Ross, Steven Walker.
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Ray Martin
Retirement Specialist Helping Clients Plan For And Enjoy Financial Independence. - Director | Financial Planner | Ifa |Epsom1fourseasonsfp.co.uk2 01372 4XXXXX
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Ray Martin
We’Ll Create A Powerful Alliance To Ensure You Realise Your Vision ┋ Empowering Leaders To Unlock Their True Potential ┋ Coach ┋ Facilitator ┋ Author Of “Life Without A Tie”Glastonbury -
Ray Martin
Chelmsford4hotmail.co.uk, visteon.com, visteon.com, yougov.com1 +44 20 XXXXXXXXX
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