
Alan Kinnaird - Chartered FCSI
Senior Investment Manager

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About me
Senior Investment Manager
Education

IIMR
-IMC Pass
TSA
-General Registered Representative Pass
CAIA
2006 - 2006Alternatives - Private Equity, Hedge Funds, Commodities Pass paper 1
Chartered Institute for Securities and Investment
-CISI Diploma Holder Institutional Investment Advice & Analysis, Private Client Advice & Management, Regulation Pass
Chartered Institute for Securities and Investment
-IAD - Derivatives Pass
Experience

Walker Crips Investment Management Ltd
May 2023 - nowSenior Investment ManagerI have over 27 years of experience within Investment Management and Wealth Planning in the UK.I work with leading IFA's , Solicitors and Accountants to provide their clients with Investment Management and Wealth Planning on a holistic basis. I work from our office in York and visit Private Clients throughout Yorkshire, Leeds, Manchester, and the UK. I also work with several leading and well established Companies in the UK and can help UK Private clients when they are ready to start up , or sell their business , or where they require any of the following: A no obligation discussion on their financial needs and plansIHT and CGT planningPension PlanningWillsTax & Legal AdviceMortgagesCorporate and Private Lending and Accountancy servicesA trusted 'second opinion' on any legal, tax or accountancy matterIf you have a query in respect of any of the above please feel free to contact me on Tel : 0203 100 8130 or by email : alan.kinnaird@wcgplc.co.uk Show less
Licenses & Certifications
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Chartered FCSI
The Chartered Institute for Securities & Investment (The CISI)Jun 2010
IMC Investment Management Certificate
CFA UKJun 1995
Volunteer Experience
Fund Raiser
Issued by Marie Curie UK on Apr 2012
Associated with Alan Kinnaird - Chartered FCSIVolunteer
Issued by The Damien Centre on Apr 2014
Associated with Alan Kinnaird - Chartered FCSI
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