Christopher Coles Email
Head of Platform Services @ Raymond James UK
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Christopher Coles Location
- London, GB
Christopher Coles Work
- 2025 - now Head of Platform Services @
- 2019 - 2025 Co-Manager, Relationship Management @
- 2016 - 2019 Sales and Marketing Manager @
- 2016 - 2019 Sales and Marketing Manager @
- 2014 - 2016 Intermediary Services and MPS Client Servicing Manager @ Ashcourt Rowan
- 2013 - 2014 Mortgage Consultant @
Christopher Coles Education
- Chartered Insurance Institute
(Financial Planning and Services)
2017 - 2023 - Chartered Institute for Securities & Investment
(Investment Operations Certificate)
2016 - 2016 - The London Institute of Banking & Finance
(CeMap 1 & 2)
2013 - 2013 - The University of Reading
Management and Business Administration (Business, Management, Marketing, and Related Support Services)
2007 - 2010 - Maidstone Grammar School 2000 - 2007
Christopher Coles Skills
- Financial Advisory
- Social Media
- Pensions
- Retirement Planning
- Financial Planning
- Portfolio Management
- Critical Illness
- Investments
- Relationship Management
- Business Development
- Mortgage Lending
- Finance
- Strategy
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Microsoft Excel
- Asset Management
- Long Term Care
- Pension Funds
- Protection
- Management
- Inheritance Tax Planning
- Marketing Strategy
- Investment Management
Christopher Coles Summary
- Christopher Coles, based in London, GB, is currently a Head of Platform Services at Raymond James Investment Services. Christopher Coles brings experience from previous roles at Raymond James Investment Services, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), Thomas Miller Investment and Ashcourt Rowan. Christopher Coles holds a 2017 - 2023 Chartered Insurance Institute. With a robust skill set that includes Financial Advisory, Social Media, Pensions, Retirement Planning, Financial Planning and more. Christopher Coles has 2 emails on RocketReach.
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Top Raymond James UK Employees
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Winchester, GB
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managing director
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David Strydom
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Maxim Locke
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Head Dealer, Dealing Desk Manager
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