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Angela Cruise

Angela Cruise

Followers of Angela Cruise1000 followers
location of Angela CruiseGreater Liverpool Area

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  • Timeline

  • About me

    Former - Senior Business Development Director (Scotland and North) for Investec Wealth & Investment (UK) -| Helping Financial Planners | Solicitors | Accountants with Bespoke Investment Portfolios

  • Education

    • Holyrood Secondary

      1978 - 1983

  • Experience

    • Investec Wealth & Investment UK

      Nov 2004 - now

      I work with Intermediaries and Financial Advisers who are outsourcing the Investment management of their client assets to a Discretionary Investment Manager to ensure our proposition is competitive, our service levels remain excellent and that the process of working with Investec W & I is clearly communicated and a close working relationship is developed which meets the needs of the adviser and their client. I work with Intermediaries and Financial Advisers who are outsourcing the Investment management of their client assets to a Discretionary Investment Manager to ensure our proposition is competitive, our service levels remain excellent and that the process of working with Investec W & I is clearly communicated and a close working relationship is developed which meets the needs of the adviser and their client.

      • Senior Director Business Development - North

        Nov 2004 - now

      • Senior Business Development Director - North

        Nov 2004 - now

  • Licenses & Certifications

    • Diploma in Financial Planning - DIP PFS

      Personal Finance Society

    • Chartered Fellow of the CISI - Masters in Wealth Management -Chartered FCSI

      The Chartered Institute for Securities & Investment (The CISI)