Claire Csoka ACA
Chartered Financial Advisor with the CII (CFA) and also a qualified Pension Transfer Specialist (holding the relevant FCA permissions to conduct pension transfer business including defined benefit schemes).
Qualified Chartered Accountant with ICAEW (ACA).
BA (Hons) Degree in Economics from Nottingham University.
Claire worked as an auditor at Arthur Andersen in London prior to establishing and managing a high street branch of Edward Jones Stockbrokers on Holywell Hill, St Albans, Herts. Claire is the co-founder of Accudo Investments Ltd, which was established in 2005 with the head office first being at 42 Hackwood Road,
Basingstoke, Hants and later moving to Southsea Portsmouth.
Claire enjoys being a mum of 2 children and when time allows is a keen walker having participated in several long distance walks including the Isle of Man Parish walk.
Igor Novakovic DipPFS CII(MP) MCSI
Igor is level 4 qualified FCA registered Independent Financial Adviser and Securities Representative. Igor has also taken the CII advanced level investment planning paper and specialises in the investment and portfolio management side of the business.
Member of Chartered Institute for Securities & Investment
Igor established and managed a high street branch for Edward Jones Stockbrokers in West Street, Fareham, Hants in July 2002 and then went on to co-found Accudo Investments Ltd, with Claire in 2005.
Igor enjoys being a dad to 4 children, as well as watching and participating in several sports including swimming and running.
Sandra is the office manager and has worked with the firm for over 12 years. She ensures the office runs smoothly and takes care of the administrative side of managing our client’s investments. Sandra has a wealth of experience in the role and is a client’s first port of call for administrative queries.
Sandra enjoys upcycling furniture and small, decorative items, keen on gardening and keeper of 4 chickens.
Callum Warner DipPFS Cert SMP
Callum has been with the firm for 5 years joining us as an apprentice in 2015. He is now a qualified financial adviser and is currently looking after existing clients whilst actively seeking new clients to come on board. Callum works largely within the portfolio review side of the business as well as other paraplanning aspects of managing the client’s affairs.
Callum enjoys keeping active, keeping busy, and meeting new friends along the way. Recently this has been in the form of salsa classes, cooking workshops, and golf.
Alex has worked with the team for 4 years and is a part qualified certified accountant. Alex works mainly within the accounting side of the business including compiling management accounting information in order to submit our FCA regulatory returns and annual professional indemnity applications.
Additionally, Alex is involved in some of the personal tax planning aspects when putting together bespoke tax planning strategies for clients.
Alex enjoys collecting coins, cooking and reading. He recently started taking piano lessons and joined a gym club.