Simon Burnett Msc, Chartered Fcsi
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Simon Burnett Msc, Chartered Fcsi Email & Phone Number

Investment Manager, Chartered Wealth Manager at Raymond James, Truro at Raymond James, Truro
Location: Truro, England, United Kingdom 7 work roles 3 schools
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Current company
Role
Investment Manager, Chartered Wealth Manager at Raymond James, Truro
Location
Truro, England, United Kingdom

Who is Simon Burnett Msc, Chartered Fcsi? Overview

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Simon Burnett Msc, Chartered Fcsi is listed as Investment Manager, Chartered Wealth Manager at Raymond James, Truro at Raymond James, Truro, based in Truro, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon Burnett Msc, Chartered Fcsi.

Simon Burnett Msc, Chartered Fcsi previously worked as Chartered Wealth Manager at Raymond James, Truro and Investment Manager | Chartered Wealth Manager at Walker Crips. Simon Burnett Msc, Chartered Fcsi holds Msc, International Securities, Investment And Banking from Icma Centre Business School.

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Email format at Raymond James, Truro

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Raymond James, Truro

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About Simon Burnett Msc, Chartered Fcsi

Simon is an Investment Manager and a Chartered Fellow of the Institute for Securities & Investments. He is responsible for advising private clients, charities, trusts and pension funds on their investments and the management of their portfolios. Having worked in the markets for over 20 years, both in the City and abroad, Simon enjoys lending his experience to the private client arena now based in Truro, Cornwall. When he is not analysing the markets, Simon spends his time enjoying the multitude of outdoor activities that Cornwall has to offer. Surfing, sailing, cycling and running, to name but a few, together with windy walks along the coast with his wife and four children.

Current workplace

Simon Burnett Msc, Chartered Fcsi's current company

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Raymond James, Truro
Raymond James, Truro
Investment Manager, Chartered Wealth Manager at Raymond James, Truro
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7 roles · 27 years

Simon Burnett Msc, Chartered Fcsi work experience

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Chartered Wealth Manager

Current

Truro, Cornwall

Raymond James, Truro was launched in May 2022 by Simon Burnett MSc, Chartered FCSI. The branch provides discretionary investment management services to individuals, business owners, charities and professional advisers. Backed by its parent company Raymond James Financial Inc., Raymond James Investment Services combines cutting-edge technology.

May 2022 - Present

Investment Manager | Chartered Wealth Manager

Truro, United Kingdom

Investment management for private clients, SIPPs, Trusts and Charities

Mar 2015 - May 2022

Investment Manager | Stockbroker

Truro, Cornwall

Charities and Private Client Portfolio Management, Stockbroking

Jun 2011 - Mar 2015

Director, Equity Sales Trader

Itg

London, United Kingdom

2007 - Jul 2011

Senior European Equities And Derivatives Dealer

State Street Global Advisors

London, United Kingdom

2004 - 2007 ~3 yrs

Equity Derivatives Market Maker

Mako Global Derivatives

Amsterdam And London

2002 - 2004 ~2 yrs

Equity Derivatives Analyst

London, United Kingdom

1999 - 2001 ~2 yrs
3 education records

Simon Burnett Msc, Chartered Fcsi education

Msc, International Securities, Investment And Banking

Icma Centre Business School

Education record

Highcliffe
FAQ

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What company does Simon Burnett Msc, Chartered Fcsi work for?

Simon Burnett Msc, Chartered Fcsi works for Raymond James, Truro.

What is Simon Burnett Msc, Chartered Fcsi's role at Raymond James, Truro?

Simon Burnett Msc, Chartered Fcsi is listed as Investment Manager, Chartered Wealth Manager at Raymond James, Truro at Raymond James, Truro.

Where is Simon Burnett Msc, Chartered Fcsi based?

Simon Burnett Msc, Chartered Fcsi is based in Truro, England, United Kingdom while working with Raymond James, Truro.

What companies has Simon Burnett Msc, Chartered Fcsi worked for?

Simon Burnett Msc, Chartered Fcsi has worked for Raymond James, Truro, Walker Crips, Charles Stanley, Itg, and State Street Global Advisors.

How can I contact Simon Burnett Msc, Chartered Fcsi?

You can use AeroLeads to view verified contact signals for Simon Burnett Msc, Chartered Fcsi at Raymond James, Truro, including work email, phone, and LinkedIn data when available.

What schools did Simon Burnett Msc, Chartered Fcsi attend?

Simon Burnett Msc, Chartered Fcsi holds Msc, International Securities, Investment And Banking from Icma Centre Business School.

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