The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
We are independent investment advisers and provide professional investment advice using our bespoke portfolio management services. We manage your investments using industry standard financial methodologies and practices. We design tailor-made portfolios to suit your requirements after considering all aspects of your circumstances. Your dedicated investment adviser will offer specialist advice across different asset classes to take advantage of the best available opportunity.
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances
We offer independent investment advice and make recommendation after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market. Whether your objective is to grow capital or generate income, we can help in creating bespoke portfolio(s) for your needs and provide impartial advice based on your objectives and circumstances.
Sevenaar® is a trading name of Sevenaar Limited. Sevenaar Limited is an appointed representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority No. 153566.
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