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Akaashdeep Angrish Acsi profile image

Akaashdeep Angrish Acsi

Senior Associate at Morrinson Wealth
Intro Book
Financial consultant with experience in wealth management and investment planning.
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Location
United Kingdom, GB
Languages
  • English Native or bilingual proficiency
  • Punjabi Native or bilingual proficiency
  • Hindi Native or bilingual proficiency
  • German Elementary proficiency
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Bio

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Akaashdeep Angrish Acsi is a seasoned financial professional with experience in wealth management, investment planning, and financial consulting. He holds various certifications and has worked with prominent companies in the UK, including St. James's Place Wealth Management and SVS Securities Plc. With expertise in tax and investment planning, trust and estate planning, and private client banking, Acsi has built a strong reputation for delivering high-quality financial services to clients.

Credentials

  • Open Water Scuba Diver
    SSI Scuba Schools International
    Jun, 2022
    - Apr, 2026
  • Investment Advice Diploma
    The Chartered Institute for Securities & Investment (The CISI)
    Jun, 2020
    - Apr, 2026
  • Retail Advice and Planning
    The Chartered Institute for Securities & Investment (The CISI)
    Jun, 2020
    - Apr, 2026
  • Technical Analysis: Charting and Technical Analysis
    FuturesTechs
    Jun, 2019
    - Apr, 2026
  • Investment Risk and Taxation
    The Chartered Institute for Securities & Investment (The CISI)
    Apr, 2019
    - Apr, 2026
  • UK Regulation and Professional Integrity
    The Chartered Institute for Securities & Investment (The CISI)
    Dec, 2018
    - Apr, 2026
  • Information Givers - ESMA K&C Requirements
    FSTP LLP
    Mar, 2018
    - Apr, 2026
  • Junior Stockbroker Course - 100%
    Institute of Broking
    Jul, 2016
    - Apr, 2026

Experience

  • Morrinson Wealth
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Senior Associate
      • Jan 2023 - Present

    • Financial Consultant
      • Nov 2020 - Jan 2023

      Morrinson Wealth Management LLP (MWM) is a Principal Partner Practice of St. James’s Place Wealth Management, an FTSE 100 company. St. James's Place facilitates an extensive platform for a global Investment Management proposition, substantial infrastructure support & expertise.MWM's success has grown through its ethos of offering quality face-to-face wealth management advice & commitment to building trusted & enduring relationships with our clients.Many of our clients are busy city professionals ranging from company Directors, Partners within investment banking, I.T, Law & consultancy firms. Many of our clients suffer from the same issues in that they have little time to manage their financial affairs effectively & are looking to enhance their wealth, take advantage of tax opportunities, or maintain their lifestyle during retirement.Specialities· Advanced Tax and Investment Planning· Help to grow your existing cash, investments and pensions· Trust and Estate Planning· Access to specialist Private client Banking· Off shore Investments and Trusts· Specialist Mortgage services· Anymore specific to you…Your home may be repossessed if you do not keep up on your mortgage.The value of your investments can go down as well as up, you could get back less than you invested.Trusts are not regulated by the Financial Conduct Authority.

  • SVS Securities Plc
    • London, United Kingdom
    • Equities Desk
      • Jun 2017 - Sep 2019
      • London, United Kingdom

  • The TJM Partnership PLC
    • London, United Kingdom
    • Foreign Exchange Trader
      • May 2017 - May 2017
      • London, United Kingdom

  • TraderInsight UK
    • London, United Kingdom
    • New Business Executive
      • Oct 2016 - Apr 2017
      • London, United Kingdom

Education

  • 2013 - 2016
    University of Westminster
    Bachelor’s Degree, Business Management and Law
  • 2006 - 2013
    Cranford Community College
    High School

Suggested Services

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Industry Focus. “Financial Services”

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