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Dominic Heaton

Private Client Director at Fisher Investments UK
Intro Book
Dominic Heaton is a seasoned financial professional with 11 years of experience in the UK, holding senior roles at Fisher Investments UK, Lloyds Banking Group, and Financial Advice Bureau.
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Location
Macclesfield, England, United Kingdom, GB
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Experience

  • Fisher Investments UK
    • Private Client Director
      • Jan 2013 - Present

      Representing Fisher Investments in the United Kingdom and presenting our discretionary wealth management proposition to high and ultra high net worth individuals.

  • Lloyds Banking Group
    • Financial Advisor
      • Jan 2008 - Dec 2012

      Providing financial planning advice to high net worth banking customers

  • Financial Advice Bureau
    • Senior Researcher
      • Jan 2007 - Dec 2007

      Preparing investment strategy for the institutions financial planning teamCreating bespoke portfolios for high net worth individuals

  • Oak House Financial
    • Paraplanner
      • Jan 2006 - Dec 2006

      Creating financial planning reports for the head of the company to provide financial planning advice to high net worth individuals and also tasked with generating new business through active marketing strategy.

Education

  • 2011 - 2012
    IFS
    Diploma in financial services LEVEL 4
  • 2006 - 2008
    CFA
    Investment Management Certificate
  • 2006 - 2008
    CII
    CF 1 - UK financial services regulation and ethics
  • 2006 - 2008
    CII
    CF 2 - Investment and Risk
  • 2006 - 2008
    CII
    CF 3 - Financial protection
  • 2006 - 2008
    CII
    CF 4 - Retirement planning
  • 2006 - 2008
    CII
    CF 5 - Integrated Financial Planning
  • 2006 - 2008
    CII
    JO 6 - Advanced investment principles, markets and environment
  • 2002 - 2005
    The University of Birmingham
    Bachelor's degree, English Language and Literature/Letters
  • 5 years of private mandarin classes

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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