Jakob joined Forrester-Hyde on 1 July 2014 and holds Chartered Financial Planner status through the Chartered Insurance Institute. Alongside this, he has obtained both the Certificate in Private Client Investment Advice & Management, awarded by the Chartered Institute for Securities and Investments, and CFA Investment Management Certificate. Jakob manages our Model Portfolios and sits on the Investment Committee.
Trainee Investment Analyst
Merisa joined Forrester-Hyde on 21st January 2019. Merisa graduated from Bath Spa University with a degree in Education Studies and has begun studying towards the Diploma in Regulated Financial Planning. Merisa supports Jakob in the research and analysis required to run our investment portfolios.
Amber joined Forrester-Hyde on 1 October 2012 and is currently working towards her Certificate in Financial Planning. Amber’s time is currently split between supporting our team of advisers, working primarily alongside James Hyde and James Dear, and assisting in the day to day running of our Client Portfolios.
Alison joined Forrester-Hyde on 6 July 1992 and has attained her Certificate in Financial Planning. Alison primarily supports Mike Robinson and Jonathan Gray.