Patrick Montgomery
Financial Adviser at Avidity Wealth Management- Claim this Profile
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Bio
Alexandre Jornod
I worked with Patrick while he was an analyst at Futuresource. We initially worked on some projects together and then I had the pleasure to have Patrick in my team. Throughout his time at Futuresource, he has developed valuable research and analytical skills along with an in-depth understanding of the consumer audio business. Patrick is a true team player, committed, curious and willing to learn, on top of being a great person to work with. I would happily recommend Patrick and would very much enjoy working with him again in the future.
Alexandre Jornod
I worked with Patrick while he was an analyst at Futuresource. We initially worked on some projects together and then I had the pleasure to have Patrick in my team. Throughout his time at Futuresource, he has developed valuable research and analytical skills along with an in-depth understanding of the consumer audio business. Patrick is a true team player, committed, curious and willing to learn, on top of being a great person to work with. I would happily recommend Patrick and would very much enjoy working with him again in the future.
Alexandre Jornod
I worked with Patrick while he was an analyst at Futuresource. We initially worked on some projects together and then I had the pleasure to have Patrick in my team. Throughout his time at Futuresource, he has developed valuable research and analytical skills along with an in-depth understanding of the consumer audio business. Patrick is a true team player, committed, curious and willing to learn, on top of being a great person to work with. I would happily recommend Patrick and would very much enjoy working with him again in the future.
Alexandre Jornod
I worked with Patrick while he was an analyst at Futuresource. We initially worked on some projects together and then I had the pleasure to have Patrick in my team. Throughout his time at Futuresource, he has developed valuable research and analytical skills along with an in-depth understanding of the consumer audio business. Patrick is a true team player, committed, curious and willing to learn, on top of being a great person to work with. I would happily recommend Patrick and would very much enjoy working with him again in the future.
Experience
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Avidity Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Adviser
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Sep 2022 - Present
I am a regulated Financial Adviser, providing investment and retirement advice for individuals, families and corporate clients.Areas I deal with include:PensionsInvestments including ISAs and unwrapped investments.Protection - for example, life insurance, critical illness and income protection.Generational Wealth Management, for example managing inhertiance tax burdens, and setting up junior investments.Cashflow modelling - Using sophisticated financial software to provide peace of mind when planning for clients financial future.
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Paraplanner
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May 2021 - Oct 2022
Assisting senior adviser's with paraplanning activities including but not limited to:- Fund research- Report writing- Understanding and implementing compliance processes- Client portfolio valuation's and performanceAfter 6 months in this role I will join the Quilter Adviser School to work towards the Diploma in Financial Advice from the London Institute of Banking and Finance.
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Futuresource Consulting
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United Kingdom
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Market Research
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1 - 100 Employee
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Research Analyst
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Mar 2021 - Aug 2021
Futuresource Consulting is a specialist research and knowledge-based consulting company, providing organisations with insight into consumer electronics, media & entertainment, broadcast equipment, education technology, storage media and professional displays.As a member of the Home Electronics team, I specialise in providing insight and analysis for Futuresource’s Home Audio reports.My current responsibilities include:- Market Trend and Development Analysis- Competitive Brand Landscape Analysis- Client Enquiry Helpline and Custom Projects- Extensive Primary Research with a global contact base
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Information Analyst
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Sep 2019 - Mar 2021
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YSE Limited
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United Kingdom
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Travel Arrangements
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1 - 100 Employee
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Driver / Plongeur
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Nov 2018 - May 2019
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Tottenham Hotspur Football Club
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United Kingdom
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Spectator Sports
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700 & Above Employee
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Administration Assistant
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Sep 2018 - Nov 2018
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Newcastle University Economics Society
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United Kingdom
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1 - 100 Employee
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Vice President
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Aug 2017 - Jul 2018
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Tata Group
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India
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Executive Offices
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700 & Above Employee
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Intern
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Jul 2017 - Aug 2017
- Researched the effect of early diagnosis on probability to be cured of cancer. - Analysed the effects of socio-demographics on knowledge, awareness and practice by using a variety of econometric models. - Designed a campaign to create awareness for the negative effects of smoking in a developing country. - Researched the effect of early diagnosis on probability to be cured of cancer. - Analysed the effects of socio-demographics on knowledge, awareness and practice by using a variety of econometric models. - Designed a campaign to create awareness for the negative effects of smoking in a developing country.
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Education
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2021 - 2022
The London Institute of Banking & Finance
Diploma for Financial Advisers, Wealth Management -
2015 - 2018
Newcastle University
Bachelor of Arts, Economics and Business Management -
2008 - 2015
St. Albans School
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