Who are we?
Chelsea was founded in 1983 as a firm of independent financial advisers by its present Chairman, Dr John Holder. We were the first intermediary to discount initial charges on unit trusts and bonds, and later PEPs and ISAs. Over the last thirty years, our clients have saved millions of pounds they would have paid in charges had they bought direct from investment companies, and we are still leading the way with ISAs. Simply by sending your investment application to us, you can save up to 5.5%, an incredible £634 on a £11,520 ISA. So, to get your investment off to a flying start, invest through Chelsea Financial Services.
Below are some brief biographies of our key members of staff:
Darius McDermott - Managing Director
Darius McDermott is now in his seventeenth year within the industry, all of which have been spent with Chelsea. He joined on a training scheme after graduating from Birmingham University with a BSc (Hons) in Chemistry. He gained experience in all business departments before being made Managing Director in February 2000.
As a strong campaigner for financial education and investor rights he has pursued an active role in the media, appearing on Channel Four News, BBC 2's Working Lunch and Radio 4's Money Box. He also has a prominent presence within the national written media and is regularly quoted in various newspaper finance pages. He was the winner of the IFA Personality of the Year 2010 award from Professional Adviser magazine and also won the 2011 'Investment IFA of the year' award at the ‘Media IFA of the Year’ awards run by "Unbiased.co.uk", the professional advice website.
Juliet Schooling Latter - Head of Research
Juliet Schooling Latter has been at Chelsea for over 10 years, she joined after graduating from University College London, with a degree in economics. Made Head of Research in 2001 and Research Director at the beginning of this year, Juliet selects funds for Chelsea's panel and model portfolios which are featured in our Viewpoint magazine. She also compiles a Fund Review, covering over 400 funds, which are given Buy/Hold/Switch recommendations and a Chelsea Risk Rating, and features regularly in the trade and national press.
Sam Holder - Head of Operations
Sam is our Head of Operations and we are proud to say he holds the Chartered Financial Planner title. Sam joined Chelsea in 2000 after graduating from Cardiff University with a degree in Business Studies. He has 12 years of experience and knowledge of the financial services Industry. Many Chelsea clients will have spoken to Sam over the years and know him as someone who is always happy to help. Sam is a keen sportsman and plays football at a high level.
Sam Slator - Head of Communications
Sam Slator graduated from Sheffield Hallam University with a BA (Hons) in International Business with French & Italian.
She joined Threadneedle Investments to set up their European client service centre in 1998 before joining their press office 3 years later. In 2004, Sam moved to Fidelity's corporate communications team where she spent 7 years, latterly as co-head of media relations. She joined Chelsea in January 2012.
Harry Driscoll - Research Analyst
Harry graduated from Manchester University in 2007 with a BSc (Hons) degree in Chemistry. Before joining Chelsea he gained four years of financial services experience, including eighteen months as a stock broker where he advised private clients on UK equities. He is currently studying for the CFA Level 3 and holds the PCIAM qualification.
As Senior Research Analyst at Chelsea, Harry will mainly be responsible for the research of mutual funds as well as Venture Capital Trusts, Enterprise Investment Schemes, Structured Products and Investment Bonds.
Belinda Venning - Research Analyst
Belinda joined Chelsea in 2001 after graduating from the University of Leeds with a BA (Joint Honours) degree in French and Italian. She took some time off in 2005 to train as a chef at Leiths before returning to Chelsea in 2010 where she joined the Research team. She regularly meets fund managers and helps to select the increasingly popular Chelsea Easy ISAs and the Chelsea Selection, as well as contributing to the production of Viewpoint magazine. Belinda enjoys rowing, running and playing tennis in her free time.
Chris Morris - Operations Consultant
Chris graduated with a 2:1 in Business Economics in 2011. Since leaving he has gained experience in a charitable trust and fund of funds before joining us at Chelsea in early 2012. He has recently taken on the role of Head of Structured Products.
When not studying for his exams, Chris enjoys playing drums, having a game of pool and, like everyone else in the office, tries to keep himself fit.