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Stephen Willerton

Stephen Willerton

Accounts Assistant

Followers of Stephen Willerton476 followers
location of Stephen WillertonGreater Northampton Area, United Kingdom

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  • Timeline

  • About me

    Director at MHA Caves Wealth

  • Education

    • Nene College

      1994 - 1996
      Bachelor of Arts (B.A.) Business and Law

    • Weston Favell Upper School

      1987 - 1992

  • Experience

    • SPX Corporation

      Jun 1996 - May 1997
      Accounts Assistant

    • Grant Thornton UK LLP

      Jun 1997 - Apr 2006
      Supervisor

    • MHA Caves Wealth

      Apr 2006 - now

      25 years experience in Investment ManagementMain role involves the discretionary and advisory management of investment portfolios for private clients, pension funds, trusts and companiesExperienced manager of charity portfoliosHighly experienced stockbrokerProbate work relating to securities and investmentsMember of firm's Investment CommitteeHolds Chartered Wealth Manager designationManager of back office and oversight of settlement and custody functions

      • Director

        Apr 2024 - now

      • Associate Director

        Jul 2019 - Apr 2024

      • Associate

        Apr 2006 - Jun 2019

  • Licenses & Certifications

    • Chartered Wealth Manager

      CISI