Informed Choice

Dermott Whelan FCCA ASIP DipPFS

Investment Director
Financial Planner

T: 01525 717302
E: dermott@icl-ifa.co.uk

Location: Flitwick. Bedfordshire

Dermott joined Informed Choice as a Financial Planner in June 2009.

He was a founding member of Morgan Stanley’s Discretionary Management team within its Private Wealth Division and launched their guided open architecture multi-manager investment platform in 2007.

As part of the Investment Solutions Group at Fidelity International, Dermott was responsible for manager selection with a focus on European Equity and asset allocation.

In addition to his investment qualifications, Dermott is a fellow of The Chartered Association of Certified Accountants and is currently working towards becoming a Chartered Financial Planner and Certified Financial Planner (CFP) certificant.

Qualifications:

-CII Diploma in Financial Planning

-Certified EFFAS Financial Analyst

Professional Memberships:

-Fellow of the Chartered Association of Certified Accountants

-Associate of the CFA Society of the UK