|
 Dermott
Whelan FCCA ASIP DipPFS
Financial
Planner
T:
01483 274566
E: dermott@icl-ifa.co.uk
Dermott joined Informed
Choice as a Financial Planner in June 2009.
He was a founding
member of Morgan Stanley's Discretionary Management team
within its Private Wealth Division and launched their
guided open architecture multi-manager investment
platform in 2007.
As part of the
Investment Solutions Group at Fidelity International,
Dermott was responsible for manager selection with a
focus on European Equity and asset allocation.
In addition to his
investment qualifications, Dermott is a fellow of The
Chartered Association of Certified Accountants and is
currently working towards becoming a Chartered Financial
Planner and Certified Financial Planner (CFP)
certificant.
Qualifications
CII Diploma in
Financial Planning
Certified EFFAS
Financial Analyst
Professional
Memberships
Fellow of the Chartered
Association of Certified Accountants
Associate of the CFA
Society of the UK
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