Protected: Castle Investment Solutions

Stewart graduated from Oxford Brookes University in 2005 in Languages for Business: French and Japanese. Stewart has worked in financial services since 2006 starting his career in Protection Marketing for Skandia. Two years later Stewart became a Business Consultant helping financial advisers develop their business propositions in the run up to RDR. He was responsible for implementing investment processes and strategies in advisory firms to help drive efficiencies in the business and grow AUM. Stewart joined Psigma to strengthen our presence in the IFA market. Stewart holds the level 4 Diploma in financial planning and is a member of the PFS.

020 3327 5394
07887 826402
stewart.howard@psigma.com

Sanjeev graduated with a BSc in Economics from Brunel University and a MSc in Finance from Birkbeck college, before joining JP Morgan in 1996 on their Graduate Programme. He subsequently joined HSBC, embarking on a 19-year career with the Group, where his roles included the management of portfolios for international clients, providing advisory & discretionary investment advice to Middle East clients, business development of offshore clients and lastly managing portfolios for UK private clients. Sanjeev joined Psigma in January 2017 as Investment Director. Sanjeev is a CFA Charterholder, a Chartered Fellow of the CISI and a Chartered Wealth Manager.

020 3327 5464
07418 938812
sanjeev.chopra@psigma.com

Muriel graduated from Wilfrid Laurier University in Ontario, Canada in 2018 with two Honours degrees: a BBA and a BA in Financial Mathematics. She has previously completed co-op terms at the Bank of Montreal, BlackBerry and SAP, and moved to the UK to join Psigma in March 2019. Muriel’s role within the Business Development team is to help build adviser relationships and support the team across the full sales process.

020 3327 5449
muriel.meehan@psigma.com