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Perfil
Ms. Claire Burrows is a Senior Operations Technician at Wise Investments Ltd. She joined the firm in April 2010 as a Paraplanner.
She spends her time ensuring the smooth running and development of many of the firm's services.
Operations includes capital gains tax analysis, monitoring ISA allowances, sending of valuations, tax packs and income schedules as well as product and provider research and monitoring of the firm's Managed Portfolio range.
Ms. Burrows has worked in the financial services industry since 2002, coming to Wise from the adviser network, Sesame Bankhall Group.
Latterly as an Investment Researcher, she spent her time analysing funds, investment trusts, specialist investments and investment bonds.
She holds the CISI Diploma in Investment Compliance, CII Diploma in Financial Planning and Certificate in Discretionary Investment Management.
Cargos activos de Claire Burrows
| Empresas | Cargo | Inicio |
|---|---|---|
Wise Investments Ltd.
 Wise Investments Ltd. Investment ManagersFinance Wise Investment is an active, long-term, valuation-based manager which seeks to provide attractive returns without taking big risks. The firm aims to invest in high quality cash flow-producing assets such as shares, bonds and real estate, when they are undervalued by the market. They decide upon a risk profile most suitable to each investor. Wise Investment constructs portfolios primarily through funds and investment trusts, but also makes direct investments in shares, bonds and other securities where appropriate. | Analyst-Equity | 01/04/2010 |
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| Empresas privadas | 1 |
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Wise Investments Ltd.
Wise Investments Ltd. Investment ManagersFinance Wise Investment is an active, long-term, valuation-based manager which seeks to provide attractive returns without taking big risks. The firm aims to invest in high quality cash flow-producing assets such as shares, bonds and real estate, when they are undervalued by the market. They decide upon a risk profile most suitable to each investor. Wise Investment constructs portfolios primarily through funds and investment trusts, but also makes direct investments in shares, bonds and other securities where appropriate. | Finance |
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