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DG

Declan Gamble

Chartered Financial Planner at Balance: Wealth Planning Limited
Intro Book
Declan Gamble is a Chartered Financial Planner with 1 year 9 months of experience at Balance: Wealth Planning Limited, and a rowing coach with 7 years of experience, having coached GB Junior Rowing Teams to various international and domestic championships.
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Location
Greater Nottingham, GB
Languages
  • English -
Skills
  • Coaching
  • Public Speaking
  • Sports
  • Rowing
  • Time Management
  • Show all
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Bio

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Here is the bio: Declan Gamble is a seasoned professional with a proven track record in coaching, public speaking, and sports management. As a Chartered Financial Planner at Balance: Wealth Planning Limited, he has successfully managed model portfolios and conducted fund research. Declan's expertise in economics and finance was honed at Nottingham Trent University, where he earned a degree in Economics, Finance and Banking. He is also a certified financial planner, holding advanced diplomas in financial planning and certificates in securities advice and discretionary investment management. With a strong background in coaching and sports management, Declan brings a unique blend of skills and experience to the table.

Credentials

  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Apr, 2024
    - Jun, 2026
  • Certificate in Securities Advice & Dealing
    Chartered Insurance Institute
    Mar, 2024
    - Jun, 2026
  • Certificate in Discretionary Investment Management
    Chartered Insurance Institute
    May, 2022
    - Jun, 2026
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Aug, 2020
    - Jun, 2026
  • RYA Powerboat Level 2
    Royal Yachting Association (RYA)
    Sep, 2015
    - Jun, 2026
  • UKCC Level 2 in Strength & Conditioning
    -
    Sep, 2015
    - Jun, 2026
  • UKCC Level 2 Coaching Rowing
    UKCC
    Jun, 2014
    - Jun, 2026

Experience

  • Balance: Wealth Planning Limited
    • West Bridgford, England, United Kingdom
    • Chartered Financial Planner
      • Oct 2022 - Present
      • West Bridgford, England, United Kingdom
  • Nottinghamshire County Rowing Association
    • Nottingham, United Kingdom
    • Head Coach
      • Jul 2017 - Present
      • Nottingham, United Kingdom

      2022-2023 International-Coach, Great Britain LW1x World Rowing Championships Belgrade, Serbia-Bronze, Great Britain LW1x World Cup III Lucerne, Switzerland-Coach, Great Britain W1x World Cup II Varese, Italy- Bronze, Great Britain LW1x World Cup II Varese, Italy - Coach, Great Britain LW1x Europe...

  • DB Wood
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner & Investment Analyst
      • Jan 2021 - Oct 2022

    • Investment Analyst
      • Sep 2016 - Jan 2021

      Responsible for Asset Allocation and Fund Selection for 12 model portfolios.Fund Research covering; US equities, European Equities, Absolute Return, Multi-asset & Gold.Responsible for the fund attribution analysis on a monthly basis and portfolio risk analysis on a quarterly basis.

    • Analyst Internship
      • Jul 2016 - Sep 2016

      10 week internship covering all areas of the business.

  • Becket Rowing Club
    • Junior Rowing Coach
      • Aug 2016 - Jul 2017

      2016-2017 International-Coach GB Junior Women's Quadruple Scull at Coupe de la Jeunesse, Hazelwinkel2016-2017 Domestic-Gold, Junior Interregional Regatta, JW16 2x-Bronze, National Schools Regatta, Champ G 8+-Silver, National Schools Regatta, J16 G 2--Bronze, National Schools Regatta, Champ G ...

  • Nottingham Rowing Club
    • Nottingham
    • Head Junior Rowing Coach
      • Jun 2014 - Aug 2016
      • Nottingham

      -Coaching the junior squad for NRC. -Athletes range from J12 -J18. Catered for all abilities from recreational to GB Junior Rowing Team trialists. -Planning, organisation and execution of the squad's training programmes, races and annual training camp-Planning, organising and running recruitm...

  • Nottingham Trent University
    • Finance Assistant
      • Sep 2014 - Aug 2015

      Placement Year-September to February I was the finance assistant for the NTU Sport Department. - I was tasked with the management of sponsorship for sport clubs. -Analysed and reported on the Sport Clubs for the 3 previous academic years. This piece was presented in the NTU Sport Annual Report.-...

  • Blackfish Capital Management
    • Placement Student
      • May 2008 - May 2008

Education

  • 2012 - 2016
    Nottingham Trent University
  • 2020 -
    Chartered Insurance Institute

Suggested Services

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Industry Focus. “Financial Services”

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