Cambridge Managed Portfolio Service
Ceri graduated with an Economics degree and on leaving University joined a Dutch shipping company as a Graduate Trainee. He subsequently joined the European division of an American Fortune 500 company where he became Business Manager and travelled extensively throughout Western Europe including frequent visits to the manufacturing plant in Sweden. He was relocated from the London office to Manchester in 1993.
Ceri joined the Financial Services profession in 1995 with Scottish Widows initially and subsequently with Equitable Life. He became an Independent Financial Adviser in 2001 and co-founded Ad Valorem Wealth Management LLP with Derek Baptist in 2010. Ceri has subsequently become Financial Planning Director for Ad Valorem Wealth Management Solutions Limited.
Ceri holds Advanced Level qualifications in Taxation and Trusts, Pensions, Retirement Planning and Pension Investment Planning. He holds the full Advanced Financial Planning Certificate and is an Associate of the Chartered Institute for Securities & Investments. Ceri achieved the Chartered Insurance Institutes Chartered Financial Planner status in June 2012. Ceri specialises in Pensions, Investments and Trusts.
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Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123
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01223 365 656
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