Investment Manager - Leeds, United Kingdom - Lime People Search & Select Ltd

Lime People Search & Select Ltd
Lime People Search & Select Ltd
Verified Company
Leeds, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m ofassets under management, which is constantly growing.


To improve the business my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offerings, the former being lower value and less complex cases, and HNW clients being investedwithin 1 of 7 Discretionary Managed Model Portfolios.

The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant to the business.

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