Crawley, England, United Kingdom
Currently serving as a Data Analyst at Freyr Investment Management, bringing a strong foundation in artificial intelligence, technical analysis, and financial research. Certified with MSTA, CertPFS, and DipPFS, contributing to data-driven financial strategies with precision and insight. With over eight years as a Fund Researcher at FACET Ltd., supported investment decision-making by analyzing diverse financial instruments and presenting findings to the investment committee. Additionally, over two decades of experience as an Investment IFA has shaped a deep understanding of wealth management strategies, including tax-efficient solutions for pensions, ISAs, and investment portfolios.
I research the marketplace for viable funds and individual investments such as, but not restricted to, Gilts, Corporate Bonds, Investment Trusts, Unit Trusts, OEICs and ICVC for inclusion into our three internally managed investment funds. This involves using a range of investment software as well as compiling reports to be stored on cloud based software. I am also an integral part of the investment committee where I report my findings on certain investments and give my views as to their viability.
I advise mainly on personal wealth managment with an added interest on increasing personal wealth in the most tax efficient way. This can include but not restricted to pensions, ISAs, savings, investment bonds, and OEICs