Profil
Ms. Claire Burrows is a Senior Operations Technician at Wise Investments Ltd.
She joined the firm in April 2010 as a Paraplanner.
She spends her time ensuring the smooth running and development of many of the firm's services.
Operations includes capital gains tax analysis, monitoring ISA allowances, sending of valuations, tax packs and income schedules as well as product and provider research and monitoring of the firm's Managed Portfolio range.
Ms. Burrows has worked in the financial services industry since 2002, coming to Wise from the adviser network, Sesame Bankhall Group.
Latterly as an Investment Researcher, she spent her time analysing funds, investment trusts, specialist investments and investment bonds.
She holds the CISI Diploma in Investment Compliance, CII Diploma in Financial Planning and Certificate in Discretionary Investment Management.
Postes actifs de Claire Burrows
| Sociétés | Poste | Début |
|---|---|---|
Wise Investments Ltd.
 Wise Investments Ltd. Investment ManagersFinance Wise Investments Ltd. (dba Wise Investment) is an investment management firm headquartered in Chipping Norton, UK. The firm was founded in 1992 by Tony J. Yarrow. They are owned by The Oak Investment Partnership Employee Ownership Trustee Ltd. Wise Investment provides financial advice and investment management solutions to private clients. | Analyst-Equity | 01/04/2010 |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wise Investments Ltd.
Wise Investments Ltd. Investment ManagersFinance Wise Investments Ltd. (dba Wise Investment) is an investment management firm headquartered in Chipping Norton, UK. The firm was founded in 1992 by Tony J. Yarrow. They are owned by The Oak Investment Partnership Employee Ownership Trustee Ltd. Wise Investment provides financial advice and investment management solutions to private clients. | Finance |
