Rowan is the newest addition to our team, having joined us from Mercers in January 2022 as a junior adviser. Rowan has worked internationally in Malta and Dubai as a graduate trainee adviser before returning to the UK, where he has worked as a Senior Paraplanner. This has enabled him to further expand on his knowledge of the financial sector.
Rowan attended Bolton University, where he achieved a 2:1 BA (Hons) degree in Business Management. He holds the Level 4 Diploma in Investment Advice with the Chartered Institute for Securities & Investments (CISI) and has recently achieved his Level 6 Chartered Status with the Personal Finance Society(PFS). Rowan also hopes to obtain the CISI Certified Status in 2022.