Simon Burras Email & Phone Number
Senior Financial Consultant @ Edgewater
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Simon Burras Location
- Douglas, IM
Simon Burras Work
- Deputy President and Council Member - The Insurance Institute of the Isle Of Man @ Isle of Man Chartered Insurance Institute (May 2023 - Present)
- Senior Financial Consultant @ (July 2022 - Present)
- Director @ (July 2018 - August 2022)
- Senior Associate @ (August 2016 - August 2018)
- Head of Affluent Banking @ (September 2014 - August 2016)
- Head of Sales and Distribution - Wealth Management @ (January 2013 - September 2014)
- Head of Client Relationship Management @ (November 2006 - April 2009)
- Regional Manager Wealth Management @ (July 2003 - November 2006)
- Relationship Manager - Wealth Management @ (July 2000 - July 2003)
- Wealth Management Relationship Manager @ (July 1992 - July 2000)
- Banker @ (July 1987 - July 1992)
Simon Burras Education
- The Chartered Institute for Securities & Investment (The CISI)
UAE Financial Rules and Regulations
2016-2016 - The Chartered Institute for Securities & Investment (The CISI)
Dubai International Financial Centre Rules and Regulations
2009-2009 - The Chartered Institute for Securities & Investment (The CISI)
International Certificate in Wealth Management (ICWM)
2008-2008 - The Chartered Institute for Securities & Investment (The CISI)
Advanced Financial Planning - Trusts and taxation and Personal Investment Planning
1994-1995 - The Chartered Institute for Securities & Investment (The CISI)
Financial Planning Certificate
1992-1992 - Chartered Insurance Institute
Level 4 diploma in Financial Planning (Financial services)
2018 - LIBF
Level 4 - UK - Diploma for Financial Advisers
2017
Simon Burras Skills
- Leadership
- Financial Advisory
- Banking
- Planning
- Pensions
- Bonds
- Business Relationship Management
- Insurance
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Business Development
- Relationship Management
- Team Management
- Finance
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Sales Management
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Risk Management
- Asset Management
- Training
- Financial Analysis
- Business Strategy
- Management
- Coaching
- Mortgage
- Private Banking
- Retail Banking
- Retirement
- Mergers and Acquisitions
- Hedge Funds
Simon Burras Summary
- Simon Burras, based in Douglas, IM, is currently a Senior Financial Consultant at Edgewater. Simon Burras brings experience from previous roles at Isle of Man Chartered Insurance Institute , Standard Chartered Bank, Holborn Assets LLC and Commercial Bank of Dubai. Simon Burras holds a 2016 - 2016 UAE Financial Rules and Regulations @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Leadership, Financial Advisory, Banking, Planning, Pensions and more. Simon Burras has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Simon Burras?
Find contact details for 700 million professionals.
Top Edgewater Employees
Julie Moy
Senior Client Manager
Douglas, IM
Martin Assoc
Insurance Advisory Consultant
Douglas, Isle of Man
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co