Ed Pullen

FINANCIAL ADVISER

Ed has been a dedicated professional in the financial services sector across the UK and Australia since 2005, fostering successful, long-term relationships with his clients.

Ed enjoys taking the time to connect with clients, understand their goals and objectives and then develop innovative and tailored strategies. A significant aspect of his approach involves helping clients remove as many of the financial uncertainties, the ‘unknown unknowns’, from their lives as possible.

Outside of work, Ed enjoys spending time with his wife and 2 children, as well as getting outside with the dog.

Ed’s Client Service is managed by Danielle Nichols. Ed’s academic and professional qualifications:

• Bachelor of Arts with Honours in Business Economics (2nd Class, Upper Division) University of Exeter (UK)

• Advanced Diploma of Financial Planning, Kaplan Professional

• Private Client Investment Advice and Management Certificate – Distinction, The CISI (UK)

• Investment Management Certificate, The CISI (UK)

• Authorised Representative No. 1258175