We are delighted to congratulate Harry Entwistle on passing his Level 7 Diploma in Wealth Management – the flagship exam for wealth managers from the Chartered Institute for Securities and Investment (CISI).
Harry is now recognised as Chartered Wealth Manager and becomes a Chartered Member of the CISI (Chartered MCSI).
With a First Class BA Hons degree in Finance and Investment Management, his strong academic background is complemented with more than six years of experience in investment management.
Partner, Steve Ross, said: “We are delighted to announce that Harry has passed the final exam for his CISI Level 7 Diploma in Wealth Management. This is the highest qualification offered by the CISI and their flagship exam for wealth managers, IFAs, private client managers, and private bankers.
The achievement enhances Harry’s existing client relationships as he continues to help our clients with their investment requirements and objectives.”