Prismatic Wealth expands management team

Prismatic Wealth

A Teesside firm of independent financial advisers has increased its management team with two new appointments.

Prismatic Wealth, which has offices in Stockton, has welcomed Chris Davis as investment director and Simon Daykin as a financial adviser.

Chris started his career as an Analyst within fund management houses in London, becoming an investment consultant to institutional pension schemes.

Since 2004, however, he has worked with entrepreneurs, families and individuals in London and the North providing investment and portfolio management services, in boutique and private investment offices.

He has a breadth of experience across asset allocation, strategy and investment management, investing in public and private markets and through funds from around the world.

Simon is joining Prismatic Wealth having spent the last 13 years in the education sector.

With a passion for financial planning, Simon successfully accomplished his Diploma in Financial Planning in his spare time and will focus on delivering financial solutions to both corporate and private clients.

Prismatic’s managing director Graham Laverick said: “This is an exciting time for Prismatic Wealth and the addition of Chris and Simon with help strengthen our position as one of the region’s most dynamic independent financial advisers.

“We are busy at the moment helping a lot of final salary scheme members with their pension benefits and have been doing a lot of work with the British Steel, British Energy and Cleveland Potash schemes.”

 

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