Sameer Gurung, Msc, Chartered Mcsi
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Sameer Gurung, Msc, Chartered Mcsi Email & Phone Number

Head of Advisory G and D at Eight Wealth Management Ltd
Location: London Area, United Kingdom, United Kingdom 7 work roles 5 schools
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Current company
Eight Wealth Management Ltd
Role
Head of Advisory G and D
Location
London Area, United Kingdom, United Kingdom
Company size
5 employees

Who is Sameer Gurung, Msc, Chartered Mcsi? Overview

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Sameer Gurung, Msc, Chartered Mcsi is listed as Head of Advisory G and D at Eight Wealth Management Ltd, a company with 5 employees, based in London Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sameer Gurung, Msc, Chartered Mcsi.

Sameer Gurung, Msc, Chartered Mcsi previously worked as Head of Advisory G&D at Eight Wealth Management Ltd and Financial Planning Manager at The Penny Group. Sameer Gurung, Msc, Chartered Mcsi holds Master'S Degree, Msc Finance And Investment from Bayes Business School.

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Eight Wealth Management Ltd

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Profile bio

About Sameer Gurung, Msc, Chartered Mcsi

At Eight, I apply 18 years of experience in the investment and wealth management industry to lead and oversee a team of advisers.I am passionate about driving adviser growth and development and ensuring our team meets and exceeds individual and collective targets. My focus on fostering cross-functional relationships helps me deliver on our strategic sales objectives and achieve results. As we continue to grow at Eight, we aim to expand our adviser base and further strengthen our team's capabilities. We support new advisers and help them develop and thrive in our dynamic environment. By building a robust team of dedicated professionals, we aim to enhance our service offerings and deliver exceptional value to our clients. If you are interested in joining a forward-thinking organisation dedicated to professional growth and excellence, connect with us and explore the opportunities at Eight Wealth Management.

Current workplace

Sameer Gurung, Msc, Chartered Mcsi's current company

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Eight Wealth Management Ltd
Eight Wealth Management Ltd
Head of Advisory G and D
London, England, GB
Website
eightwealthmanagement.co.uk
Employees
5
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7 roles

Sameer Gurung, Msc, Chartered Mcsi work experience

A career timeline built from the work history available for this profile.

Head Of Advisory G&D

Current
Eight Wealth Management Ltd

United Kingdom

Responsible for leading and managing our adviser community to deliver high performance outcomes to our clients, delivering against objectives and KPIs, as well as operating with high levels of collaboration and engagement.

Jun 2024 - Present

Financial Planning Manager

The Penny Group

London Area, United Kingdom

Responsible for growth and development of Financial Planners. Supporting them with onboarding new business, and the on-going servicing/retention.

Jan 2024 - Jun 2024

Head Of Investment Consultants - M&G Wealth

Moneyfarm

London, England, United Kingdom

Managed and lead a team of investment consultants for the discretionary portfolio management offering powered by M&G Wealth.Managed team's target, execution and delivering of the projects. Worked closely with key stakeholders and the wider business team to maintain and optimise our target operating model, and deliver the highest level of client outcomes.

Nov 2022 - Dec 2023

Senior Wealth Manager

Fidelity International

London, England, United Kingdom

Managed portfolios of our largest Wealth clients which included HNW/UHNW individuals, corporate accounts and trusts, and entailed servicing of larger and more complex portfolios.

Oct 2019 - Nov 2022

Investment Adviser

Beta 2 Limted

London, England, United Kingdom

CF30

Nov 2009 - Apr 2016
Team & coworkers

Colleagues at Eight Wealth Management Ltd

Other employees you can reach at eightwealthmanagement.co.uk. View company contacts for 5 employees →

CD Connor Dalton Connor Dalton Colleague at Eight Wealth Management LtdSouthsea, England, United Kingdom, United Kingdom View → LP Laura Painting Fca Laura Painting Fca Colleague at Eight Wealth Management LtdGreater Southampton Area, United Kingdom View → JC Jarrath Cush Dippfs Jarrath Cush Dippfs Colleague at Eight Wealth Management LtdWhiteley, England, United Kingdom, United Kingdom View → LN Lucy Nicol Lucy Nicol Colleague at Eight Wealth Management LtdUnited Kingdom, United Kingdom View → JW Jack Wilson Advdipfa Jack Wilson Advdipfa Colleague at Eight Wealth Management LtdUnited Kingdom, United Kingdom View → LB Lauren Brown Lauren Brown Colleague at Eight Wealth Management LtdPortsmouth, England, United Kingdom, United Kingdom View → CS Chris Stout Chris Stout Colleague at Eight Wealth Management LtdGreat Kingshill, England, United Kingdom, United Kingdom View → NW Nikki Woodward Nikki Woodward Colleague at Eight Wealth Management LtdUnited Kingdom, United Kingdom View → OR Owen Ruthven Owen Ruthven Colleague at Eight Wealth Management LtdWest Wellow, England, United Kingdom, United Kingdom View → DT Dave Tomlinson Dippfs Dave Tomlinson Dippfs Colleague at Eight Wealth Management LtdWhiteley, England, United Kingdom, United Kingdom View →
5 education records

Sameer Gurung, Msc, Chartered Mcsi education

Education record

Duke Of York'S S Royal Military School
FAQ

Frequently asked questions about Sameer Gurung, Msc, Chartered Mcsi

Quick answers generated from the profile data available on this page.

What company does Sameer Gurung, Msc, Chartered Mcsi work for?

Sameer Gurung, Msc, Chartered Mcsi works for Eight Wealth Management Ltd.

What is Sameer Gurung, Msc, Chartered Mcsi's role at Eight Wealth Management Ltd?

Sameer Gurung, Msc, Chartered Mcsi is listed as Head of Advisory G and D at Eight Wealth Management Ltd.

Where is Sameer Gurung, Msc, Chartered Mcsi based?

Sameer Gurung, Msc, Chartered Mcsi is based in London Area, United Kingdom, United Kingdom while working with Eight Wealth Management Ltd.

What companies has Sameer Gurung, Msc, Chartered Mcsi worked for?

Sameer Gurung, Msc, Chartered Mcsi has worked for Eight Wealth Management Ltd, The Penny Group, Moneyfarm, Fidelity International, and Cadogan Asset Management Limited.

Who are Sameer Gurung, Msc, Chartered Mcsi's colleagues at Eight Wealth Management Ltd?

Sameer Gurung, Msc, Chartered Mcsi's colleagues at Eight Wealth Management Ltd include Connor Dalton, Laura Painting Fca, Jarrath Cush Dippfs, Lucy Nicol, and Jack Wilson Advdipfa.

How can I contact Sameer Gurung, Msc, Chartered Mcsi?

You can use AeroLeads to view verified contact signals for Sameer Gurung, Msc, Chartered Mcsi at Eight Wealth Management Ltd, including work email, phone, and LinkedIn data when available.

What schools did Sameer Gurung, Msc, Chartered Mcsi attend?

Sameer Gurung, Msc, Chartered Mcsi holds Master'S Degree, Msc Finance And Investment from Bayes Business School.

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