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Dermott
Whelan joins the Informed Choice team
21st
April 2009
Informed
Choice, the award-winning firm of Chartered Financial
Planners, is pleased to announce the appointment of
Dermott Whelan as a consultant.
Whelan
was the 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, Whelan was responsible for manager
selection with a focus on European Equity and asset
allocation.
Commenting
on the appointment, Informed Choice joint managing
director Martin Bamford said:
“We
are delighted to welcome Dermott to the team and we are
sure that his investment experience will prove to be
invaluable when working with clients to deliver
financial planning services.
“This
appointment is part of our strategy to grow the scale of
Informed Choice. As
a Retail Distribution Review-ready firm, we look forward
to taking advantage of the opportunities being created
for firms such as ours over the coming months and
years.”
In
addition to his investment qualifications, Dermott
Whelan is a Fellow of The Chartered Association of
Certified Accountants and is making rapid progress
through the CII Diploma in Financial Planning.
Informed
Choice Ltd is a firm of Chartered Financial Planners,
working with individuals and small business owners to
help them to build, manage and protect their wealth.
For
additional information or high resolution photographs,
please contact Martin Bamford on 01483 274566 or 07736
444319, or by email to martin@icl-ifa.co.uk.
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