1. The real test of professionalism for wealth managers,
financial planners, paraplanners and investment specialists
The Chartered Institute for Securities & Investment (CISI) congratulates all those named below on their successful completion
of the CISI Chartered Wealth Manager Qualification, CISI Diploma, Diploma in Financial Planning, the Certificate in Private Client
Investment Advice and Management (PCIAM) and the ICAEW/CISI Diploma in Corporate Finance exams in the winter 2015 session.
As the professional body for the wealth management, financial planning, securities and investment industry, the CISI is the leading
provider of financial services qualifications in the UK. These postgraduate professional level qualifications are internationally
recognised and are designed by senior practitioners to meet the needs of the financial services industry.
Completion of these qualifications leads to full Membership (MCSI) and, eventually, individual Chartered status either as a Chartered
Member or a Chartered Fellow. For more information about how these qualifications can further your career,
visit cisi.org/qualifications or telephone 020 7645 0777.
Bond & Fixed Interest
Markets
Timothy Akpareva
Christopher Bancroft Merit
Duncan Gardiner
Financial Derivatives
Jonathan Deans Merit
Michael Kok Keng Li Merit
Christopher Libell Distinction
James Wallace ACSI
Fund Management
Finlay Bodman
Duncan Gardiner
Ian Glassock MCSI
Michael Kok Keng Li
Toby Mathews
Sam Rooke
Ahmed Yaqoob
Global Operations
Management
Kevin Birch ACSI
Rebecca Copsey
Peter Duffy
Wendy Dunsmore
Jack Greenfield
Christopher Harris, Chartered MCSI
Peter Jancar
Keith Plummer Merit
Jabeen Rizvi
Faye Smith ACSI
Jaroslaw Stos
Sonia Tarczalowicz Distinction
Paul Treacy, Chartered FCSI
Private Client Investment
Advice & Management
Ajay Ahuja ACSI
Eiji Aono
Christopher Applin ACSI
Simon Arthur
Samuel Barber ACSI Distinction
Katherine Barnett ACSI
Brian Bass Merit
Nicholas Bearfield ACSI Merit
Jonathan Beavis Distinction
Samuel Bedlow,
Chartered MCSI Merit
Devpal Bhachu ACSI Merit
Rajini Bhagotra Merit
Charles Bialaszewski ACSI Merit
Adam Bickell
Luke Bishop Distinction
Andrew Boozer
James Bowes-Lyon ACSI
Harry Brassington
Caroline Bromwich ACSI Distinction
Ross Brown Distinction
Colin Brown Merit
James Burnett ACSI Distinction
Brian Byrnes Distinction
Dorian Cameron
Jack Carter ACSI
Richard Caws ACSI
Maya Chandler
David Connor ACSI
Sarah Content ACSI Distinction
Simon Cowley ACSI Merit
William Dartnell ACSI Distinction
John De Garis,
Chartered MCSI Merit
Rudolph de Mendonca Merit
George Delaney Merit
Bhavika Desai CFPTM
Chartered MCSI
Neil Deshpande
Gurlal Dhillon Merit
Ahmed Elgwahry ACSI Merit
Olena Etokova Distinction
Alexander Fahie ACSI
Ross Ferguson
Lysis Fernandes ACSI Merit
Lawrence Fisher ACSI Merit
Tracey Freeman ACSI Distinction
Christopher Gabbett ACSI
Distinction
Isabella Galliers-Pratt ACSI Merit
John Paul Gavaghan ACSI
David Gibbs Merit
Jamie Gilbert Merit
Jatinder Gill
Frida Gjorstrup Distinction
Stylianos Gkougklias
Alla Glendenning,
Chartered MCSI Distinction
Jemma Glew Distinction
Andreea Grob Merit
Russell Harding Merit
Jeremy Harding Distinction
Rita Harel ACSI Distinction
Josh Harris
James Hawkins Merit
Nausheen Hussain ACSI Distinction
Henry Idun
Martin James Distinction
Philip James Merit
Gavin Jeanne Distinction
Edward Jenkins
Aleem Jetha ACSI Distinction
Salik Kadri ACSI Merit
James Kemp ACSI Merit
Max King, Chartered FCSI Merit
James Kitchen ACSI Distinction
Nikolaos Kitrinakis ACSI
Oliver Knights ACSI Distinction
Anne Kramarz
Deepak Kumar Merit
Raphael Kunwar ACSI Distinction
Carolina Lane ACSI Distinction
James Lawrence
Daniel Lawrence ACSI Distinction
Jayne Lawson ACSI Distinction
Penelope Layton
Darren Lees ACSI Merit
Alexia Letort ACSI Distinction
James Lord ACSI Merit
Duncan MacIntyre, Chartered FCSI
Tom Macpherson ACSI
Jordana Malinowska ACSI
Distinction
Steve Manklow ACSI Merit
James Manners ACSI Merit
Ralitsa Markova ACSI
Thomas Marriage ACSI Distinction
Colin Marshall MCSI
Neil Mason Distinction
Obhenerholo Mba Merit
Sarah Catherine McConnell
Geraldine McHugh
Joanne McNamara
Charles Moody Merit
Scott Moorhouse ACSI
Oleg Morii ACSI Merit
Neil Morss ACSI Merit
Krishen Neil Nandlall Merit
Harry Oldham,
Chartered MCSI Merit
Ryan Perry Merit
Edward Perry Distinction
Martin Pointer ACSI Merit
Jonathan Pope,
Chartered MCSI Distinction
Justin Purcell Distinction
Chaeli Quinland Merit
Othmane Rachedi ACSI
Ian Rees ACSI Distinction
Suzanna Rennie ACSI
Vaughan Roberts
Michael Ross-Osborne,
Chartered MCSI Distinction
Cecelia Russell ACSI Merit
Harry Schofield ACSI
Gillian Schweppe ACSI
Victoria Scotcher Distinction
Deepak Seda
James Shackleton ACSI Distinction
Michelle Shepherd, Chartered FCSI
Ravi Sidhoo Merit
Thomas Slocock Distinction
Gordon Slocombe Merit
James Smith ACSI
Rebecca Snelling Distinction
Sofia Sool Merit
Grant Spital ACSI
Adam Spring Merit
Jennifer Steinbergs ACSI Distinction
Michael Stirrup Merit
Mark Stock Distinction
Gavin Taverner ACSI Distinction
Kay Taylor ACSI
Sharon Templeman ACSI Merit
Callum Thomson Distinction
Darren Thornton
Ross Trotman Distinction
Matteo Vaghi Distinction
Olena Vasylchenko
Margarita Vogiatzi ACSI Merit
Ellina Volkova Merit
Andrew Walker ACSI Merit
Allyson Williams
Stephen Wilson Merit
William Wood Merit
Joel Wormald
Matthew Wrigley ACSI Distinction
Fang Wu Distinction
Oliver Yorath
Regulation & Compliance
Francisco Amado Waters
Elizabeth Anderson
Zsombor Baki
Harrison Michael Bangs
Joshua Barton
Maryam Bawa
Driton Bilali
Monique Brahams Ferreira Mota
Nascimento
James Bronitt
Nichale Campbell
Toby Campbell-Gray
Sara Louise Carr
Ross Carter Merit
Sara Cass
James Cheesewright
Sophie Coleman ACSI
Clare Davies Merit
Richard Davis ACSI
Ranulph Day
Bruno De Poerck, Chartered MCSI
David Dry
Julian Ellis, Chartered FCSI
Joseph Finnon
Lara Fleming
Valeria Gallo
Steffani Garcia
Dale Gordon ACSI
Sarah Hanley
Mike Harlock, Chartered MCSI
Dennis Higham
Natalie Howman ACSI
Bingtao Jin
Emma Jourdan Merit
Gary Kenny ACSI
Vishwas Khanna
Alexandra Kobzeva
Dylan Lawrence
David Lawrence
Alejandro Lesaga Imaz
Robert James Letson
Mong Peng Lim ACSI
Tamara Lucas ACSI Merit
Paul Magnus
Wing Yan Josephine Man Merit
Maxim Martchenko ACSI
Conor McAuley, Chartered MCSI
Damien McConnell
Rosa McGuire Merit
Latoya McKenzie Merit
Calum McWhir
Sarah Meakes ACSI
Christopher Messam
Luis Michael
Andrzej Mickiewicz
Vanya Moyer
Adewole Olufon
Okechukwu Onwudiwe ACSI
Kavit Pabari
Emma Paterno
Charlotte Pegg
Ryan Platt
Rukayat Rabiu
Michaela Raj ACSI
Julianne Rodriguez
Christopher Russell,
Chartered MCSI
Thomson Saint-Germain ACSI
Subhani Sakeena
Kimberley Shaw
Jamie Shearer Merit
Patrick Somerville-Large
James Tudor
Louis Peter Van As
Peter Wood
Neelum Yousaf Merit
Francisco Amado Waters
Financial Markets
Dean Aitchison
Matthew Baldwin ACSI
Danielle Bamber ACSI
Peter Beale ACSI
Simone Bilton ACSI
Alexander Chittenden
Veronica Coxwell-Matthewman
James Dawson ACSI
Vincent de Wildt
Henry Elston ACSI
Charlotte Garner ACSI
Rory Goodman
Adam Greendale ACSI
Oliver Hall ACSI
Robert Harrison ACSI
Adam Hilder ACSI
Aimee Hogg ACSI
Thomas Holbrook ACSI
Alexander Ingrim
Jennifer Innes
Amy Kirby ACSI
Johanna Kirby ACSI
John MacDonald ACSI
Joshua McCathie
Alexander McLachlan ACSI
John Messer
Ethan O’Hagan
Jamie O’Neill ACSI
Timothy O’Sullivan
James Pridmore ACSI
Gurcharan Sahota
Naeem Siddique ACSI
Charlotte Silwizya ACSI
Rayhan Sri Ghandi
Andrew Topping ACSI
Alwyn van Staden ACSI
Joseph Vaughan ACSI
Daniel Wynne MCSI
Ahmed Yaqoob
Christopher Yardley ACSI
Andrea Yung
Portfolio Construction
Theory
Thomas Allsup
James Arumainayagam MCSI
Thomas Aykin ACSI
Jonathan Baird
Daniel Barnes
Matthew Barwick-Barrett,
Chartered MCSI
Iain Broxup MCSI
James Burley MCSI
Sarah Butchart
Brendan Butler ACSI Merit
Blair Campbell ACSI
Benjamin Carder
Ian Cartmill ACSI
Samina Chaudhary
Stuart Chilvers Distinction
Sam Corbet ACSI
Thomas Cross ACSI
Sandra Dailidyte ACSI Merit
Guy De Zulueta MCSI
Pritesh Desai MCSI
John Dickson ACSI
George Featherstone ACSI
Adam Finlay ACSI
Matthew Fisher ACSI
Donald Galbraith
Rosemary Gates MCSI
Lewis Giaramita, Chartered MCSI
Steven Haines ACSI Merit
Zahran Haque ACSI
Terence Hearne MCSI
Christian Hinderaker ACSI
Rachel Holdsworth MCSI
Distinction
Edward Howison MCSI
Ei May Htaik ACSI
Marius Hutcheson ACSI
Charles Incledon
James Irvine-Fortescue ACSI
Matthew Jones
Thomas Lawrence ACSI
Dean Layzell MCSI
Thomas Ledger ACSI
Rory Lees-Millais ACSI
Craig Leslie Merit
Charlene Love ACSI
Frederick Lower MCSI Merit
Charles Lyon ACSI
Chris Mahoney
Gail Main Merit
Michael McGowan ACSI
Yeut Mei Man ACSI
James Mercier ACSI Merit
David Merriam
Edward Miles
Harith Mohamad Rom ACSI
Alexander Neilson
Caoimhin O’Broin MCSI
Elliott O’Brien ACSI Distinction
Jennifer O’Neill ACSI
Tomas Owen-Jones,
Chartered MCSI
Raksha Patel
Qianqi Quan ACSI
Rebecca Rogers
James Ross-Russell ACSI
Felicity Selcoe, Chartered MCSI
Rephan Selvakumaran
James Shackell Merit
Richard Sheldon
Frederick Shirley MCSI
Anna Skrivanou ACSI
William Smyth-Osbourne
Thomas Solly ACSI
David Taylor ACSI
James Thornhill
David Trow
Emma Varley ACSI
Rhyanna Walton ACSI
Annabel Watson ACSI
John West MCSI
Isobel Whalley ACSI
Christopher Wheatley MCSI
Samantha Wood ACSI Merit
Applied Wealth
Management
Euan Bell ACSI Merit
Caroline Boyd, Chartered MCSI
Rebecca Broadbent
Mark Bryant, Chartered MCSI
Charles Buxton, Chartered MCSI
Adam Carruthers MCSI Merit
Edward Clark MCSI
James Cook ACSI Merit
Ross Trevor Crake
Adam Dawe MCSI
Stuart Day ACSI
Pritesh Desai MCSI Merit
William Dickson ACSI
Victoria Eastwood MCSI
Adam Finlay ACSI
Stuart Furzer ACSI
Ceri Hill ACSI
Edmund Hill-Smith
Marius Hutcheson ACSI
Ramziddin Inogamov ACSI
Ajaypal Johal MCSI
Ciaran Liddy ACSI
Richard Lindop ACSI
Matthew Mahony ACSI Merit
Abika Martin ACSI
Joshua McCathie
Harry Merrison ACSI
Jeremy Messenger ACSI
Thomas Mors ACSI
Michael Myers ACSI
Rebecca Palmer Merit
Grant Paterson
Andrew Peacock, Chartered FCSI
Thomas Planterose ACSI
Chris Power ACSI
Louis Prior
Isaac Randall ACSI
David Read ACSI
Sharon Reay ACSI
Justin Richards
Susan Travers ACSI
David Trow
Natalie Tysoe ACSI Merit
Emma Varley ACSI
Martin Wetherill ACSI Merit
Matthew Whelan Merit
Rachel Winter ACSI
Phillip Wong ACSI
Melanie Wotherspoon MCSI Merit
Guy Wyles ACSI
Man Zhang MCSI
Corporate Finance
Techniques & Theory
Kiren Asad Distinction
Leila Atwi Merit
Luke Bath Merit
Umito Choji Merit
Robert Cowans Merit
Georgios Demetriou ACSI
Jack Eduard Leggett Merit
Gina Owen
Konstantinos Pavlou Distinction
Rob Pettican Merit
Mohammed Rizvi
Adam Rogers
Akila G M Uggalbewla
Hewagamage
Mu Zhang Merit
Corporate Finance
Strategy & Advice
Leila Atwi
Ian Dawson
Soteris Hadjidemetriou
Sabrina Khushi Merit
Victoria Kiess Merit
Luke Martin ACSI
William Orde ACSI
Jonathon Parkinson Merit
Dmitry Rastorguev
David Rushworth Merit
Natasha Virmani Distinction
Diploma in Financial
Planning - Financial Plan
Assessment
Matthew Aitchison CFPTM
MCSI
Lisa Bennett CFPTM
MCSI
Dan Burnham CFPTM
MCSI
Laura Hatton CFPTM
MCSI
cisi.org
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EXAMINATION RESULTS
Professionalism Integrity Excellence
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