Interactive Investor
Kully Samra MCSI is a seasoned finance professional, currently serving as Proposition Lead at Interactive Investor since June 2023. Prior to this role, Kully attended the Advice Academy at St. James's Place Financial Adviser Academy from January 2023 to June 2023 and held the position of Head of Customer Engagement at AJ Bell from December 2020 to November 2022. Kully's extensive experience includes significant leadership roles at Charles Schwab, including Head of International and Head of UK, as well as positions at Nutmeg as Sales Director and Wachovia Securities as Junior Broker. Kully began a career in finance as a Financial Consultant at Charles Schwab and accrued early experience as a Broker Assistant at Thomas Wiesel Partners. Kully holds a Bachelor of Arts in Economics from Nottingham Trent University and has completed the Leading Global Businesses Program at Harvard Business School.
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Interactive Investor
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Interactive Investor (II) is a subscription-based direct investing platform that helps website users make accurate financial decisions.The site, which was founded in 1995, maintains an independent stance. It provides execution-only products and services which enables its millions of site users to trade and invest directly from the site. At the sametime, its wealth of independent tools and information helps identify the best companies and products to invest in.With over 8 million unique users visiting their site every year, the Interactive Investor proposition delivers a service that has stood the test of time and provides the single point from which people can conduct all aspects of their investment lives.