Olly Yorath

Olly Yorath

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location of Olly YorathLondon Area, United Kingdom

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  • Timeline

  • About me

    Wealth Manager at Sterling & Law Group plc

  • Education

    • Cranleigh School

      1995 - 2000
    • University of the West of England

      2001 - 2006
      Bachelor of Arts (BA) Business Studies
  • Experience

    • RBS/NatWest Independent Financial Services

      Feb 2010 - Dec 2012
      Paraplanner
    • RBS/Natwest Private Client Group

      Dec 2012 - Jan 2016
      Wealth Planning Executive (CF30)
    • Fairey Associates Limited

      Jan 2016 - Aug 2017
      Independent Financial Adviser
    • Foster Denovo

      Oct 2017 - Oct 2019
      Partner

      Foster Denovo - A multi-award winning national firm of financial advisers We are a UK-wide group with eight offices throughout the country. Our financial advisers provide specialist financial planning advice, services and investment solutions for individuals and their families, businesses and charities. Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.

    • St. James’s Place Wealth Management

      Dec 2019 - Jun 2021
      Associate Partner
    • True Potential LLP

      Jul 2021 - Jan 2024
      Partner
    • Sterling & Law Group plc

      Feb 2024 - now
      Independent Wealth Manager
  • Licenses & Certifications

    • Certificate in Financial Planning

      Chartered Insurance Institute
    • Diploma in Financial Planning

      Chartered Insurance Institute
    • Certificate in Private Client Investment Advice & Management

      Chartered Institute for Securities & Investment (CISI)
    • Certificate in Discretionary Investment Management

      Chartered Insurance Institute
    • Investment Management Certificate (IMC)

      CFA UK
    • Certificate in Mortgage Advice

      Chartered Insurance Institute