Deep Enrich
Ross Crake
Senior Paraplanner
221 followers
Warlingham, England, United Kingdom
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About me
Director at Osprey Wealth Management Limited
Education
Chartered Insurance Institute
-Level 6 Diploma in Advanced Financial PlanningAF1 - Personal Tax and Trust PlanningAF2 - Business Financial PlanningAF4 - Investment PlanningAF5 - Financial Planning ProcessAF7 - Pension Transfers (Qualified pension transfer specialist)J10 - Discretionary Investment Management (completed certificate in discretionary investment management)R01 - Financial Services, Regulation and EthicsR02 - Investment Principles and RiskR04 - Pensions and Retirement… Show more Level 6 Diploma in Advanced Financial PlanningAF1 - Personal Tax and Trust PlanningAF2 - Business Financial PlanningAF4 - Investment PlanningAF5 - Financial Planning ProcessAF7 - Pension Transfers (Qualified pension transfer specialist)J10 - Discretionary Investment Management (completed certificate in discretionary investment management)R01 - Financial Services, Regulation and EthicsR02 - Investment Principles and RiskR04 - Pensions and Retirement PlanningCF5 - Integrated Financial Planning (completed certificate in financial planning)CF4 - Retirement Planning (Completed certificate in life and pensions)CF3 - Financial ProtectionCF2 - Investment and RiskCF1 - UK Financial Services, Regulation and EthicsCF8 - Long Term Care Insurance/Award In Long Term Care InsuranceER1 - Equity Release Show less
CFA Institute
-CFACFA Level 1 - PassCFA level 2 - PassCFA Level 3 - Pass
CAIA Association
2016 - 2017CAIA Alternative Investments PassLevel 1 (Fall 2016) - PassLevel 2 (Fall 2017) - Pass
CFA Society of the UK
2012 - 2013Investment Management Certificate (Level 4) PassUnit 1 - Investment Management and Advice in the UK Context- PassUnit 2 - The Practice of Investment Management - Pass
John Ruskin College
2001 - 2003Riddlesdown High School
1996 - 2001
Chartered Institute for Securities and Investment
2014 - 2016CISI Chartered Wealth Manager Qualification PassUnit 1 - Financial Markets (Dec 2014) - PassUnit 2 - Portfolio Construction Theory (June 2015) - PassUnit 3 - Applied Wealth Management (Dec 2015) - Pass
Experience
Baker Gladstone & York Limited
Feb 2008 - Aug 2013Senior Paraplanner
Michael Davey Financial Management
Aug 2013 - Dec 2013Paraplanner
Charlwood Leigh
Dec 2013 - Feb 2016ParaplannerQI Financial Solutions
Feb 2016 - Jun 2018Chartered Wealth Manager & Head of Investment Research
AIS PENSIONS LLP
Jun 2018 - Aug 2020Wealth Manager/Senior Financial AdviserOsprey Wealth Management Limited
Sept 2020 - nowDirector
Licenses & Certifications
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Chartered Wealth Manager
The Chartered Institute for Securities & Investment (The CISI)- View certificate
CFA Institute Charterholder
CFA InstituteAug 2024
- View certificate
Chartered Financial Analyst (CFA) Charterholder
CFA InstituteOct 2019
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