Biography
PROFESSIONAL:
Edward joined the firm in 2014 and holds the Chartered Wealth Manager designation. Since joining Edward has risen through the ranks and has become an integral part of the Wealth Management team.
His main area of focus is to provide holistic wealth and investment advice to US connected private client families and trusts, with an emphasis placed on delivering an integrated investment management and wealth planning solution.
Edward also holds the Investment Management Certificate and Private Client Investment Advice & Management qualifications. He previously held a variety of positions with Heartwood Wealth Management, Seven Investments and Raymond James.
IN HIS SPARE TIME...
Edward is very much a family man outside of work and relishes spending his time with his wife and young family at their house in Kent. A keen golfer, Edward appreciates playing for his local club and taking on any sporting challenge. Edward also enjoys exploring his culinary skill and getting the chance to travel to new places when he can.
CREDENTIALS:
-
Chartered Wealth Manager
-
Passed the Certificate in Private Client Investment Management and Advice (PCIAM) with Merit
-
Holds the Investment Management Certificate
