Andrew M. Email

Director @ Oculus Wealth Management Ltd

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Andrew M. Location

United Kingdom

Andrew M. Work

2024 - now Director @
2019 - 2024 Financial Planning Director @
2007 - 2018 Associate Director - Specialist Wealth Manager, Private Office and International Client Group @

Andrew M. Education

Birkbeck, University of London
Postgraduate Diploma (Information Technology)
2017 - 2022
The Chartered Institute of Insurance
Advanced Diploma in Financial Planning (Finance and Financial Management Services)
2006 - 2019
Chartered Institute for Securities & Investments
Level 6 Certificate in Private Client Investment Advice & Management
2014 - 2014
Chartered Financial Analyst Institute
CFA Level 1 (Finance)
2011 - 2011
Griffith University
Bachelor of Commerce (Banking & Finance)
2002 - 2004

Andrew M. Summary

Andrew M., based in United Kingdom, is currently a Director at Oculus Wealth Management Ltd. Andrew M. brings experience from previous roles at Magus Wealth and Coutts. Andrew M. holds a 2017 - 2022 Postgraduate Diploma in Information Technology @ Birkbeck, University of London. Andrew M. has 2 emails on RocketReach.

Andrew M. Emails

Found 2 emails

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Top Oculus Wealth Management Ltd Employees

Phillip Wood

Director and Wealth Manager at Oculus Wealth Management (Leicestershire) Ltd.

Leicester, GB

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+44 7771 81XXXX
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Suzyo Ngoma

Management Accountant

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oculuswealth.co.uk
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Sarah Murphy

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oculuswealth.com
oculuswealth.co.uk

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