Verified recordInvestment Management

Charlie Ormesher

Paraplanning Assistant at Greystone Financial Services

Based in Knutsford, United Kingdom

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Seniority

Staff

Department

Operations

Location

Knutsford

Industry

Investment Management

Company size

80

Contact information

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Email

1 credit

c•••••••@greystonefs.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Charlie Ormesher

I am a hard-working team player who tends to thrive in high-performing, social environments. I have strong interpersonal skills, am logical, and have a rigorous, analytical approach to problem solving. I am pursuing a career in financial services following my transition from hospitality, and am open to opportunities. I have self-funded and passed my RO2 exam while in lockdown and hoping to take the first step in becoming a qualified IFA within the financial services industry. I have now passed my R01, R02, R04 and R05 exams.

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