Harry is based in our West Sussex office, and he is an assistant investment manager to Phil Simmonds, and a trainee financial planner.
Harry graduated with a 2.1 BA(Hons) from Bristol University Business School in Business Management with Accounting and Finance. Harry has concentrated his areas of study in mathematical finance, equity and debt analysis, portfolio management and statistics.
Having always taken a keen interest in financial markets and economics, Harry holds the CFA UK Society’s Level 4 Investment Management Certificate (IMC), and is currently applying to the Personal Finance Society for his CertPFS designation.
Harry’s role within Private Office Asset Management will be to assist Phil Simmonds primarily with investment research, volatility analysis and client performance reporting, and to become an effective client facing financial planner, and ultimately a Chartered Financial Planner.
In his spare time, Harry enjoys active participation in many sports, travelling, reading, he is a keen Bristol City FC supporter, – but above all he enjoys studying the financial markets!
DD: 01444 615 084