John Costain

Areas of expertise

Discretionary Investment Management for private clients, personal and corporate pensions, Trusts and charities.

Experience

John joined the Belfast office in 2008 and manages investments for private clients (including ISAs and SIPPs), Trusts, charities and corporations.  Every portfolio is tailored to the specific circumstances and requirements of clients by working closely with them on long-term investment strategies.

Professional qualifications/memberships

John is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
He holds the CISI Masters in Wealth Management and also a 2:1 BA (Hons) in Business Studies, graduating in 2002 from Leeds Metropolitan University.