We are delighted to congratulate Eliot Stanton on passing his Level 7 Diploma in Wealth Management – the flagship exam for wealth managers from the Chartered Institute for Securities and Investment (CISI).
With responsibility for providing the investment team with detailed securities analysis to deliver an honest and informative outlook for clients, the achievement earns Eliot the status of Chartered Wealth Manager.
Eliot joined James Sharp in June 2021 as an Investment Analyst.
With an MSc in Finance/Investment and a degree in Economics and Politics from Newcastle University, his strong academic background is complemented with more than six years of experience in investment management.
Partner, Martin Entwistle, said: “We are delighted to announce that Eliot Stanton has passed the final exam for his CISI Level 7 Diploma in Wealth Management. This is the highest qualification offered by the CISI and their flagship exam for wealth managers, IFAs, private client managers, and private bankers.”