ASSOCIATE WEALTH MANAGER

Seb advises clients on investments and financial planning, and is a member of the Investment Committee. He is involved in our responsible investment strategy and the evolution of our new digital investment service for the next generation of clients.

Seb has joined the team as an Associate Wealth Manager in 2024, bringing seven years of investment management experience. He spent four years with RBC Brewin Dolphin’s Charity Investment Team in London, helping charities develop long-term investment strategies. He later joined the Responsible Investment Team, where he led several ESG-focused investment projects.

Seb is working on the development of our new digital investment service, designed for children of clients, young investors and those new to investing, as well as helping to shape the firm’s responsible investment approach, integrating ESG factors into investment selection.

Seb holds the Investment Advice Diploma (IAD) from the CISI, with technical units in Financial Planning & Advice and Securities. He has completed CII’s Pensions and Retirement Planning (R04) and earned both the CFA UK Certificate in ESG Investing and the Certificate in Climate and Investing (CCI). He is currently pursuing the CISI Chartered Wealth Manager Qualification.

Outside of work Seb enjoys playing tennis and training his Cocker Spaniel in the Wiltshire countryside.

Office: 01249 782871
Email: admin@montgomeryassociates.co.uk