TURRIS PARTNERSHIP LIMITED - Key Persons
Job Titles:
- Fellow of the Chartered Institute for Securities & Investment
Brian is a Fellow of the Chartered Institute for Securities & Investment (FCSI), a Fellow of the Personal Finance Society (FPFS) and an Associate of the Chartered Insurance Institute (ACII). Brian is also a Chartered Financial Planner and is one of the UK's most highly qualified financial planners.
Emma has a joint BA Honours Degree in French and Human Resources and is currently studying for the Diploma in Regulated Financial Planning. Emma acts as a Client Support Executive and undertakes all aspects of client support work.
Prior to joining Turris, Emma worked within the financial planning department of a major firm of Chartered Accountants. Emma also has experience working with a major actuarial and employee benefits firm. This experience provides Emma with a solid platform for the client support function.
Emma conducts all of her business and professional dealings in accordance with the Turris internal Code of Conduct and Ethics.
Emma says "The research undertaken at Turris on behalf of clients is far more detailed than anything I have experienced with other advisory firms. Our Annual Client Review Pack is far more comprehensive than anything I have previously experienced. This helps me to feel comfortable that we are providing a highly valuable ongoing service to our clients".
Susan has a wealth of experience having previously worked for 3i as a Portfolio Executive and previously Murray Johnstone (now Aberdeen Asset Management).
Susan's main function is the smooth running of our Client Review function ensuring that all of the appropriate client information is included in our Client Review Packs. Susan's previous experience with 3i and Murray Johnstone provides a very useful background from which to run our Client Review Programme.