Talk to sales Try for Free

Olly Yorath

Paraplanner

381 followers

London Area, United Kingdom

Connect with Olly Yorath to Send Message

Connect with Olly Yorath to Send Message

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

Recommendations
...