Fundment
Grace Cartwright possesses extensive experience in various roles within the support and operations sectors, currently serving as the Head of Adviser Support and Platform Manager at Fundment since April 2022. Prior to this, Grace was a Client Services Associate at Fidelity International from September 2020 to April 2022. Additionally, Grace worked as an ACMI and Flight Operations Officer at Smart Aviation Limited and was an OCC Co-ordinator at Norwegian. Previous roles also include White Label Project Co-ordinator and Training Administrator at Flybe, as well as Administration Clerk at Integrated Water Services M&E, showcasing a solid foundation in administrative and operational functions across multiple industries.
Fundment
Fundment is where discretionary fund management meets digital investment technology. The firm has developed an integrated solution for financial advisers and enterprise clients in the UK which enables them serve wider range of customers than previously. Fundment's technology are being used by advisers in the UK today to deliver a suitable,goal-based asset allocation and advice, integrated discretionary investment management and automated account management which reduce regulatory headache for advisers. Fundment is authorised and regulated by the Financial Conduct Authority and is an HM Revenue & Customs approved ISA plan manager.