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James Charlton

James Charlton

Wealth Manager

Followers of James Charlton2000 followers
location of James CharltonLiverpool, England, United Kingdom

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  • Timeline

  • About me

    Wealth Manager | Barclays Wealth & Investment Management

  • Education

    • CFA Institute

      2011 - 2011
      Investment Management Cerificate (Level 4)

    • Liverpool John Moores University

      2005 - 2008
      2:1 BA (Hons)

    • AAT

      1999 - 2000
      AAT Level 2 Certificate in Accounting

    • The Chartered Institute for Securities & Investment (The CISI)

      2013 - 2013
      Diploma in Investment Compliance

    • The Chartered Institute for Securities & Investment (The CISI)

      2013 - 2013
      Diploma in Global Operations Management

    • AAT

      2000 - 2001
      AAT Level 3 Diploma in Accounting

    • The Chartered Institute for Securities & Investment (The CISI)

      2012 - 2012
      Private Client Investment Advice & Management

  • Experience

    • Barclays

      Oct 2018 - now
      Wealth Manager

  • Licenses & Certifications

    • Certified Chartered Wealth Manager

      The Chartered Institute for Securities & Investment (The CISI)