Tony Wolfe
Certior is created and developed by Tony
Wolfe.
The winning team, Institute of Financial Planning Team
Challenge 2003. Tony Wolfe is second from right.
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Education
Qualifications
Associations
Awards |
BA (Hons) Economics with
Statistics, Exeter University
Advanced Financial Planning Certificates (AFPC)
Certified Financial Planner (CFP)
The Personal Finance Society (PFS), Institute of
Financial Planning (IFP)
Institute of Financial Planning Team Challenge,
member of winning team (2003 and 2004)
Institute of Financial Planning - Money Management
Financial Planner of the Year (1994)
Top Convertible Analyst, Continental Illinois Poll
of Institutional Investors (1981) |
Tony Wolfe, career to date:
| 1998 - Present |
|
Certior Limited : Managing Director
Developing and marketing the Certior financial
planning program for financial advisers. |
| 1995 - 1998 |
|
Independent Financial Adviser (London)
Provided financial advice on pensions, investments,
mortgages and protection products. Managed a client
base of high and medium net worth individuals.
Developed and implemented Excel-based systems for
financial planning, policy and commission tracking
and compliance monitoring, and business protection. |
| 1990 - 1994 |
|
Personal Financial Modelling : Program
Developer / Business Development Director
Developed and marketed a software product for
investment allocation and monitoring aimed at
Trustees. |
| 1981 - 1990 |
|
UBS Securities Ltd / UBS Phillips and Drew
(Stockbrokers) : Associate Director, Corporate Sales
Managed a team responsible for selling international
fixed interest securities to corporate clients in
the UK, Europe, Middle East, Bermuda and the US.
Also involved in book building and marketing of many
new issues in which the bank was lead manager or
underwriter. Represented Fixed Interest department
on IT Steering Group, responsible for specifying,
selecting and overseeing implementation of telecomms
systems for new dealing room. Acted as liaison
between the front office and IT department on
day-to-day issues. |
| 1970 - 1981 |
|
Phillips and Drew (Stockbrokers), London :
Institutional Salesman
Worked successively in the Equity, Convertible
and Eurobond markets, marketing these securities to
institutional investors. |
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