George Batchelor

Head of Portfolio Strategy at Wellesley
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Contact Information
us****@****om
(386) 825-5501
Location
Hove, England, United Kingdom, GB
Skills

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Bio

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Credentials

  • Investment Management Certificate (IMC)
    CFA Institute
    May, 2022
    - Oct, 2024
  • Chartered Financial Planner
    Personal Finance Society
    Aug, 2021
    - Oct, 2024
  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Dec, 2018
    - Oct, 2024
  • Fellowship of the Personal Finance Society
    Personal Finance Society
    Dec, 2018
    - Oct, 2024
  • Award in Long Term Care Insurance
    Chartered Insurance Institute
    Jul, 2018
    - Oct, 2024
  • Certificate in Equity Release
    Chartered Insurance Institute
    Jul, 2018
    - Oct, 2024
  • Certificate in Pension Transfer Advice
    Chartered Insurance Institute
    Jun, 2018
    - Oct, 2024
  • Certificate in Mortgage Advice
    Chartered Insurance Institute
    May, 2018
    - Oct, 2024
  • Award in Pensions Update
    Chartered Insurance Institute
    Apr, 2018
    - Oct, 2024
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Nov, 2017
    - Oct, 2024

Experience

  • Wellesley
    • Hong Kong
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Head of Portfolio Strategy
      • Jan 2022 - Present

    • Financial Adviser
      • Jan 2017 - Dec 2021

  • St. James’s Place Wealth Management
    • United Kingdom
    • 1 - 100 Employee
    • Next Generation Academy
      • Apr 2017 - Mar 2018

Education

  • The London School of Economics and Political Science (LSE)
    Mathematics with Economics
    2014 - 2017
  • Hurstpierpoint College
    2001 - 2014

Community

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