Future Financial Adviser

  • United Kingdom
Terry Hall

Construction recruitment , Coyle personnel

Wai Mo Wong (Mego)

AI Trainer, Outlier AI

With 9 years as a Relationship Manager in corporate banking in Hong Kong and China, I specialise in financial analysis, commercial lending, and structured finance in the real estate sector. Transitioning to financial advising in the UK, I’m leveraging my CFA Level I & II credentials and pursuing the DipPFS diploma to become a trusted advisor in wealth management and holistic financial planning. Additionally, I am passionate about AI and Python, which enhance my skills in financial modeling, investment strategies, and asset allocation through data analysis and automation. I would appreciate any suggestions on my new career development in the UK. 
Svetlana Wise

Career transmission, Career transmission

Mohammad Zahirul Bhuyain

Mortgage advisor, CII

Jacquie Harakis

Trainee Financial Adviser, CII

Zak Glaister

Assistant Branch Manager, Enterprise Mobility

Eric Maroto Smithers

Postgraduate Student, Goldsmiths University of London

Chelsie Bryant

Recruiter, St James Place

Bex Welthy

IFA, SG Wealth Management

Michael Phillips

Independent Financial Adviser, Insight Financial Associates

Oliver Parsons

Final year Student, Swansea University

Ben Topliss

Certificate Of Higher Education , University Of Sheffield

David Gatehouse

Operations & Development Manager, Reflect Financial Ltd

James Wallis

Director, Aristotle Financial Planning

HT

Senior manager, Emap

Claire McMaster

Head of Programme, Working Options

Ivan Wood

Sales & Delivery Exec., BBC Studios

Graham Hughes

Managing Director , ARR Talent Limited

I am and ex Financial Adviser turned Recruiter, Head-hunter and career coach. I live in the North West with my family and I have a specialist recruitment firm, ARR Talent Limited.
Shourya Bose

Student, University of Liverpool