RANDALLS - Key Persons
Job Titles:
- Technical Specialist / Trainee Client Account Manager
Job Titles:
- Chartered Fellow With the Chartered Institute of Securities & Investments
Isaac provides services to private clients, trustees, charities, family investment companies, business owners and entrepreneurs
Isaac is a Chartered Fellow with the Chartered Institute of Securities & Investments (CISI)
Isaac has over 15 years of experience in financial services
Isaac develops software which helps to make clearer and more considered investment decisions
Isaac Randall at Isaac.randall@localhost or at our office address; alternatively telephone 01392 277111. A summary of our internal complaints handling procedures for reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567
Professor Harris' acts as an external expert for our Asset Allocation and Forecasting team. He is responsible for ensuring that 1) our modelling decisions and assumptions represent best practice, are research based and maintain academic veracity; 2) that our modelling is regularly reviewed and improved; 3) that the application of our modelling is correct and robust.
Professor Harris provides consultation services to Randalls. He is a professor of finance at University of Bristol. Randalls have based their appointment of Professor Harris based on his considerable level of relevant expertise.
His academic profile can be read here
Job Titles:
- Technical Specialist / Trainee Client Account Manager
Sam provides technical support services to advisers and also deals with administrative queries from our clients
Sam is a holder of the diploma in regulated financial planning and is training towards becoming a client account manager
Job Titles:
- Administrator
- Office Manager
Sara manages the office and makes sure everything is running smoothly. She also provides administrative services to advisers and clients
Job Titles:
- Chartered Financial Planner / Director
Steve provides services to private clients, trustees, charities, family investment companies, business owners and entrepreneurs
Steve is a Chartered member of the Personal Finance Society
Steve has over 40 years of experience in financial services
Tim services are contracted to ensure that our practice maintains the highest compliance with regulation and best practice