Entirely North East

TEESIDE FINANCE NEWS


Stockton IFA Strengthens Management Team


A North East firm of Independent Financial Advisers has increased their management team with two new appointments.



Stockton IFA Strengthens Management Team

Prismatic Wealth Limited, who have offices in Stockton on Tees, has welcomed Chris Davis as Investment Director and Simon Daykin as a Financial Adviser.

Chris started his career as an Analyst within fund management houses in London, becoming an Investment Consultant to institutional pension schemes. Since 2004, however, he has worked with entrepreneurs, families and individuals in London and the North providing investment and portfolio management services, in boutique and private investment offices. 

He has a breadth of experience across asset allocation, strategy and investment management, investing in public and private markets and through funds from around the world. Chris was Head of Investment Research for Sand Aire a Multi-Family Office and a Portfolio and Investment Manager for Great Northern Advisors a special situation investment fund.

He graduated from University of Liverpool with a BSc (Hons) in Math’s with Management, is a Member of the Chartered Institute of Securities and Investments, has the IMC from IIMR (CFA) and DipPFS (DM) from Chartered Institute Insurers.

"This is truly an exciting time for Prismatic Wealth and the addition of Chris and Simon with help strengthen our position as one of the regions most dynamic independent financial advisers.'"
Graham Laverick



Chris said: ‘I’m excited about the opportunity here at Prismatic Wealth. The business is continually investing in its staff and systems and is ready to take the next step forward. I have been impressed by the level of service provided by all the staff and am looking forward to being able to contribute.’

Simon is joining Prismatic Wealth having spent the last 13 years in the education sector.  With a passion for financial planning, Simon successfully accomplished his Diploma in Financial Planning in his spare time and will focus on delivering financial solutions to both corporate and private clients. 

Simon said: ‘I joined Prismatic Wealth as they are a company which are committed to excellence in every area. They are dedicated to advising clients across the full spectrum of financial planning, providing solutions to their financial goals.  This will allow me to work across diverse fields such as investments, pensions, auto enrolment, and corporate shareholder agreements.’

‘I am looking forward to engaging with the wide variety of private and corporate clients which Prismatic currently service, and helping to develop the company further in order to cement its place as a market leader.’




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