Zachary Cawthorne CFPᵀᴹ APP Chartered FCSI

Zachary Cawthorne CFPᵀᴹ APP Chartered FCSI has a wealth of experience in the financial services sector. Zachary began their career in 2015 as an Internship at Hampstead Capital LLP. Zachary then went on to become President of the University of Lincoln Investment Society in the same year. In 2016, they began working as a Graduate Wealth Advisor at deVere Group, where they held the role for two years. In 2018, they moved to Leo Alexander Wealth and Financial Management as a Paraplanner. Zachary then held the same role at Investec Wealth & Investment UK from 2019 to 2021. In 2022, they began working as a Chartered Wealth Manager at Northstar.

Zachary Cawthorne CFPᵀᴹ APP Chartered FCSI has a comprehensive educational background. Zachary attended Aston Comprehensive - Specialising in Mathematics and Computing from 2005 to 2010, where they achieved 10 GCSE's - A*-C. From 2010 to 2013, they attended Aston Comprehensive - Specialising in Mathemetics and Computing 6th FORM and obtained A Level in Science, Business, Applied Business - AS and PE. In 2013, they graduated from University of Lincoln with a Bachelor's degree in Accountancy and Finance. In December 2021, they obtained Certified Financial Plannerᵀᴹ Professional, Chartered Fellow and Chartered Wealth Manager certifications from The Chartered Institute for Securities & Investment (The CISI). Zachary also holds an Accredited Paraplanner (APP) certification from The Chartered Institute for Securities & Investment (The CISI).