Dermott Whelan joins the Informed Choice team

21st April 2009

Informed Choice, the award-winning firm of Chartered Financial Planners, is pleased to announce the appointment of Dermott Whelan as a Financial Planner.

Whelan was the 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, Whelan was responsible for manager selection with a focus on European Equity and asset allocation.

Commenting on the appointment, Informed Choice joint managing director Martin Bamford said:

“We are delighted to welcome Dermott to the team and we are sure that his investment experience will prove to be invaluable when working with clients to deliver financial planning services.

“This appointment is part of our strategy to grow the scale of Informed Choice. As a Retail Distribution Review-ready firm, we look forward to taking advantage of the opportunities being created for firms such as ours over the coming months and years.”

In addition to his investment qualifications, Dermott Whelan is a Fellow of The Chartered Association of Certified Accountants and is making rapid progress through the CII Diploma in Financial Planning.

Informed Choice Ltd is a firm of Chartered Financial Planners, working with individuals and small business owners to help them to build, manage and protect their wealth.

For additional information or high resolution photographs, please contact Martin Bamford on 01483 274566 or 07736 444319, or by email to martin@icl-ifa.co.uk.

Bookmark and Share

Leave a Response