Alan Kinnaird - Chartered FCSI

Alan Kinnaird - Chartered FCSI

Senior Investment Manager

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location of Alan Kinnaird - Chartered FCSIYork, England, United Kingdom

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  • Timeline

  • About me

    Senior Investment Manager

  • Education

    • IIMR

      -
      IMC Pass
    • TSA

      -
      General Registered Representative Pass
    • CAIA

      2006 - 2006
      Alternatives - 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 - now
      Senior Investment Manager

      I 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

    • Chartered FCSI

      The Chartered Institute for Securities & Investment (The CISI)
      Jun 2010
    • IMC Investment Management Certificate

      CFA UK
      Jun 1995
  • Volunteer Experience

    • Fund Raiser

      Issued by Marie Curie UK on Apr 2012
      Marie Curie UKAssociated with Alan Kinnaird - Chartered FCSI
    • Volunteer

      Issued by The Damien Centre on Apr 2014
      The Damien CentreAssociated with Alan Kinnaird - Chartered FCSI