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Matthew Fox

Matthew Fox

Business Insight

Followers of Matthew Fox735 followers
location of Matthew FoxBristol, England, United Kingdom

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  • Timeline

  • About me

    Account Manager at Insignis Cash Solutions

  • Education

    • The Castle School Sixth Form

      2014 - 2016
      ABB A Levels: Business Studies, Economics, and Geography respectively

      10 GCSEs A*-B

    • Cardiff University / Prifysgol Caerdydd

      2017 - 2020
      BSc Econ Business Economics Economics 2:1

      Activities and Societies: Cardiff University Athletics & Cross-Country Club, Men's 1st Cardiff University Lacrosse, Cardiff University Economics Society, Cardiff University Finance and Trading Society.

  • Experience

    • PwC

      Aug 2015 - Aug 2015
      Business Insight

      • Gained an understanding of services such as Audit, Deals and Consulting.• Developed my professional communication skills and confidence.• Undertook group projects and improved my team working skills.

    • APPLETON FOX WEALTH MANAGEMENT LTD

      Jul 2018 - Jul 2019
      Intern

      • Undertook activities such as organising client meetings, preparing portfolio statements, liaising with providers seeking information and responding to their enquiries.• Improved communication skills; dealt with client queries / client meeting attendance.• Contributed to the processing of new investments.• Co-ordinated completion of Estate Planning instruction forms.• Prepared Lasting Power of Attorney applications, submission to Office of Public Guardian and co-ordinated registration applications Show less

    • Hargreaves Lansdown

      Aug 2020 - Mar 2023

      • Primary Markets Analyst

        Jun 2022 - Mar 2023

      • Equity Dealer

        Aug 2021 - Jun 2022

      • Investment Helpdesk Consultant

        Aug 2020 - Aug 2021

    • Insignis Cash

      Feb 2023 - now
      Account Manager

  • Licenses & Certifications

    • Level 2 RYA Powerboat

      Royal Yachting Association (RYA)
      Jul 2018

    • Introduction to Securities & Investment

      The Chartered Institute for Securities & Investment (The CISI)
      Jan 2022

  • Volunteer Experience

    • Student Mentor

      Issued by Cardiff University / Prifysgol Caerdydd on Sept 2019
      Cardiff University / Prifysgol CaerdyddAssociated with Matthew Fox

    • Treasurer

      Issued by Bright Futures Societies on Sept 2019
      Bright Futures SocietiesAssociated with Matthew Fox

    • Social Secretary of the Cardiff University Economics Society

      Issued by Cardiff University / Prifysgol Caerdydd on Sept 2018
      Cardiff University / Prifysgol CaerdyddAssociated with Matthew Fox