Meet our team

Archie joined Credo in 2024, having previously gained experience across private banking and wealth management. He holds a BSc (Hons) in Economics and Finance from the University of York and has since built on this by achieving the Diploma in Financial Planning. As an Account Manager, he works closely with senior wealth managers to develop bespoke financial plans and investment solutions for high-net-worth individuals and families. Alongside this, he is currently working towards becoming a Chartered Financial Planner.

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