David Mellett Chartered Fcsi

David Mellett Chartered FCSI has a diverse and extensive work experience in the financial industry. David is currently serving as the Managing Director for the North of England at Close Brothers Asset Management, where they oversee financial planning and investment advice across client-facing functions. Prior to that, they worked as the Private Banking Head for the North of England, Scotland, and Northern Ireland at Santander Private Banking. In this role, they provided personalized treatment and advice on investments, financial planning, banking, and lending requirements for high-net-worth individuals.

Before joining Santander, David was the Regional Head and Investment Director for the North at Kingswood Group. There, they established and launched a wealth and investment management office covering cities such as Manchester, Liverpool, and Leeds. David also managed private clients, institutions, trustees, and charities while delivering investment management and financial planning services.

David's earlier experience includes working at Barclays Wealth Management as the Team Head for Manchester and the North West. David managed a team in the private banking office and focused on serving private clients and entrepreneurs. Prior to that, they were employed at Lloyds Banking Group as a Financial Planning Consultant and Regulated Induction Coach, providing investment, pension, and protection advice to corporate and entrepreneurial clients. David also supervised and coached new entrants in compliance and supervision.

David started their career as an Advisor at Barclays, gaining valuable experience in the industry. Overall, their work experience spans various leadership positions and responsibilities across different financial institutions, reflecting their expertise in financial planning, investment advice, and client management.

David Mellett Chartered FCSI has not provided any specific information about their education history.