IsA-Shop.co.uk

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ISA - Better discounts, better informed, better off

Description

Investment Review Service 2006 Portfolio Important Legal Information 10 Steps to Investing Research Tools Your Helpdesk Login - Smart Track ISAs Explained Financial Jargon Bates

Sophie Leung – Head of Research

Sophie Leung has overall responsibility for the research carried out by the team, ensuring its high quality. Sophie has 7 years of investment research experience and holds the Advanced Financial Planning Certificate.

Stewart Smith – Funds Analyst

Stewart joined Bates in 2000 and his main responsibilities include researching investment funds and products for the Research Team's recommended list. He has a BA (Hons) degree in Financial Services, as well as the Financial Planning Certificate, and is currently studying towards gaining AFPC status.

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