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Frederick Bloom
Head Of Financial Planning at Durham Wealth Management Society
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Work Experience
Head Of Financial Planning
Aug 2024 - Present · 4 months
Apr 2023 - Present · 1 years and 8 months
Vice President
Mar 2024 - Present · 9 months
Sports And Societies Officer
Apr 2023 - Mar 2024 · 11 months
Company Details
The Durham Wealth Management Society is dedicated to providing students with comprehensive insights into wealth management. Our mission is to equip members with essential knowledge and skills in financial markets, investment strategies, tax planning, and estate planning. We offer regular market recaps, detailed investment analyses across various asset classes, and updates on current economic trends. Our content aims to enhance financial literacy and practical understanding of wealth management principles. Additionally, we provide valuable information on tax-efficient investing and the fundamentals of estate planning. Join us to gain a deeper understanding of financial markets, improve your investment strategies, and stay informed about the economic landscape. Engage with peers and professionals through our reports and network to further your financial education and career prospects.
Website
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Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
Durham, GB
Keywords
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