
SUPPORT PROFILE
Bede Gallagher
Role: Paraplanner
Location: Southport Office
Qualifications: CFA Level 1
CFA Investment Management Certificate
CISI Investment Operations Certificate
MSc Accounting
BSc Business Management with Accounting and Finance
Location: Southport Office
Qualifications: CFA Level 1
CFA Investment Management Certificate
CISI Investment Operations Certificate
MSc Accounting
BSc Business Management with Accounting and Finance
Bede helps with…
Supporting advisers to get the very best outcomes for clients. He really enjoys building and maintaining meaningful relationships with clients and helping them achieve their financial goals. Bede’s previous experience has been with charity clients and he’s keen to help the firm build on this work. He also has a passion to equip clients with financial literacy knowledge to help them understand their finances better.
Outside of work…
Bede likes to keep fit through visiting his local gym or an occasional hike in the lake district. He loves watching Liverpool FC and has recently taken up a new hobby watching Formula One.
When asked about his favourite food, Bede admitted he really enjoys grilled or BBQ’d meat.