David Eve

David Eve

Followers of David Eve363 followers
location of David EveWoking, England, United Kingdom

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  • Timeline

  • About me

    Investment Manager at clarity

  • Education

    • Loughborough University

      1997 - 2000
      BSc Hons Information & Management Information Studies, Business Management

      Activities and Societies: Rugby & Cricket for Hall teams, Film Society

  • Experience

    • Clarity

      Feb 2008 - now

      clarity is an award-winning firm of Chartered Financial Planners, with offices in London, Woking and Cambridge. We provide a range of services to help people and organisations manage their money, including:• strategic financial planning advice• investment advice and management• market-leading financial planning and benefits communication technology, including online tools and calculatorsWe know that everyone’s circumstances are different, so our services are suitably flexible. The majority of our clients choose to work with us on a long-term basis, but we also provide one-off advice if you just need our help for a particular issue.In addition to our private client services, we also specialise in advising trustees of not for profit (NFP) organisations, and provide bespoke benefits communication technology for large, multinational corporations with globally mobile employees.Find out more: clarityglobal.com Show less

      • Investment Manager

        Jun 2019 - now
      • Investment Management Services Coordinator

        Feb 2008 - Jun 2019
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to David Eve
      J10 Discretionary Investment Management CII Nov 2024
    • Awarded to David Eve
      Certificate in Financial Operations CII Aug 2016