Jeannette Cottrell

Areas of expertise

Private Client and Charity Investment Management
Trading / Portfolio Management – Multi-Asset funds and Shares.

Experience

Jeannette has over 20 years’ financial services experience having worked at Barclays, Deloitte and Hargreave Hale Stockbrokers. Originally, a financial planner, she moved into investment advice in 2007 and has remained, where her focus is on managing bespoke portfolios on behalf of private clients and charities.

Professional qualifications and memberships

Fellow of the Chartered Institute for Securities & Investments (CISI).
CFA Charterholder since 2017
Chartered Wealth Planner
Chartered Financial Planner – Advanced Diploma.