| Yorkshire |
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President: Alan Flemming FSI - J M Finn & Co Limited Contact info: alan.fleming@jmfinn.com |
| Mr Fleming joined JM Finn & Co in January 2003 and is an Associate. He has more than 25 years of investment management experience having previously worked for Charles Stanley, Nicholson Barber & Co and BWD Rensburg Investment Management. Mr Fleming is a member of the Institute of Directors since 1997 and was elected a Member of the Stock Exchange in 1986.
Mr Fleming has spent 21 years living and working in Derbyshire and Yorkshire. He continues to be very involved with the management of client portfolios and, in addition, represents JM Finn & Co at Yorkshire APCIMS meetings. Mr Fleming served on the SII Committee in various roles.
As Yorkshire Branch President of the SII, Mr Fleming’s role will be to lead the region’s SII membership strategy, directing its programme of continuing professional development activities and promoting the SII values of professionalism, integrity and ethics. |
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It is essential that, where appropriate,
assistance and support is given to
those members who have lost their
posts or have had their training
put on hold. |
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Events
Please contact the SII Events Department on +44 (0)207 645 0652 if you would like further information.
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| Date | Title | Location |
27/03/2007 | Yorkshire Branch - CPD Event | The Queens Hotel, Leeds | 07/06/2007 | Yorkshire Branch - AGM & CPD Event | The Queens Hotel, Leeds | Thursday 20th September 2007 | Yorkshire Branch - CPD Event | Radisson SAS Hotel Leeds, No 1 The Light, The Headrow, Leeds LS1 8TL | 04/09/2008 | Yorkshire: The Retail Distribution Review – Raising standards and increasing choice
| Radisson SAS Hotel Leeds, No.1 The Light, The Headrow, Leeds, LS1 | 29/01/2009 | Yorkshire Branch - CPD Event | Radisson SAS Hotel Leeds, No 1 The Light, The Headrow, Leeds LS1 8TL | 16/06/09 | The new tax regulations | Novotel Leeds, 4 Whitehall, Whitehall Quay, Leeds LS1 4HR | 25/06/09 | Bank of England Update and AGM | The Queens Hotel, City Square, Leeds LS1 1PJ |
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Statistics
Membership Statistics
| AFF |
7 |
| ASI |
125 |
| MSI |
146 |
| FSI |
135 |
| FSI (Hons) |
0 |
| Student |
394 |
| Total |
807 |
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Exam Statistics
| Advanced Certificates |
4 |
| Certificate Programme |
115 |
| Diploma Award |
11 |
| Investment Administration Qual |
269 |
| Islamic Finance Qual |
5 |
| SII Masters |
5 |
| Total |
409 |
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PB Statistics are updated quarterly, last updated 01 August 2009
Your Region
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Postcodes covered: LS, HU, BD, S, DN, HX, HG, HD, YO, WF
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The Institute has a network of hard-working regional committees whose primary role is to support the provisional Continuing Professional Development opportunities and Social & Networking Events for SII members outside of London. These committees are run by local volunteers within the financial industry.
Each region has a dedicated Client Relationship Manager who you can contact for regional support or queries.
Please see below for contact details:
Client Relationship Manager
Harriet Lloyd-Dehler Email: harriet.lloyd-dehler@sii.org.uk Tel: +44 (0)207 645 0654
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Committee Members
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Jonathan Brennan ASI
Royal Bank of Scotland plc | Email: jonathan.brennan@natwest.com |
Eric Burns FSI
WH Ireland Ltd | Email: eric.burns@wh-ireland.co.uk |
Alan Fleming FSI
J M Finn & Co Limited | Email: alan.fleming@jmfinn.com |
Lyn Halliday
Norich Union | Email: lyn.halliday@norwich-union.co.uk |
Emma Kilburn ASI
Williams Investment Management | Email: emma.kilburn@williams-im.com |
Claire Linley MSI
Rensburg Sheppard Investment Management | Email: claire.linley@rensburgsheppards.co.uk |
Graham Smith ASI
TD Waterhouse | Email: graham_smith@tdwh.co.uk |
Emma Spratley MSI
Halifax Sharedealing Limited | Email: emmaspratley@halifax.co.uk |
Andrew Tod MSI
KPMG | Email: andrew.tod@kpmg.co.uk |
Judith Ullock MSI
Redmayne- Bentley Stockbrokers | Email: judith.ullock@redmayne.co.uk |
Please click here to view the latest Yorkshire newsletter
Please Click here to view a PowerPoint presentation on Yorkshire membership benefits and contacts
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To visit the new website of the Chartered Institute for Securities & Investment, click cisi.org
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