Davey Marsh

Trainee Financial Planner

Professionally

Davey joined the company in 2023, just after graduating university.

He enjoys working with people and crunching numbers day-to-day.

He is passionate to achieve a Diploma in Regulated Financial Planning.

Davey enjoys working at Craven Street Wealth as he feels motivated to achieve his goals surrounded by hard-working, friendly people.

 

qualifications

  • BA Hons Economics & Management
  • Personal Taxation Examination (R03)
  • Investment Principles and Risk (R02)
  • Financial Services, Regulations and Ethics (R01)

Personally

Davey is career goal-driven; his friends and family describe him as a good listener, kind, funny, and humorous.

Davey in the spotlight

My day starts with…
Going to the gym
On an ideal weekend I can be found…
Playing rugby or squash, I am also a massive foodie, I often try new restaurants or cooking new recipes
An interesting fact about me…
I worked as a cook for 3 years in KFC!
London regional office & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.