Manchester, LUNA Investment Management (LUNA IM), the boutique wealth management firm delivering personalised investment solutions, today announced the recent achievements of two of its Investment Managers, Daniel Froggatt and Harry Green, who have successfully completed key qualifications with the Chartered Institute for Securities and Investment (CISI).
Both Daniel and Harry have demonstrated exceptional dedication to professional development since joining LUNA, progressing from entry-level roles through to achieving the Level 7 Diploma in Wealth Management, placing them on the path towards becoming Chartered Wealth Managers.
Harry Green, joined LUNA in September 2021 after completing an MSc in International Business Management at Newcastle University. After securing the Level 4 Investment Advice Diploma, Harry has now passed the rigorous Level 7 exams and recently became a CISI Member. Harry is on course to achieve Chartered Wealth Manager status following the required CPD period.
Daniel Froggatt, who graduated from Newcastle University in 2021 with a degree in Economics and Politics, joined LUNA in January 2023 as an Investment Assistant. Within his first year, Daniel passed all three Level 4 Investment Advice Diploma exams, earning Associate status with the CISI and promotion to Investment Manager.
Building on this, Daniel has now successfully passed all three Level 7 exams – Financial Markets (June 2024), Portfolio Construction Theory (November 2024) and Applied Wealth Management (June 2025), at the first attempt. He is now a CISI Member and will also complete his CPD requirements to achieve the Chartered Wealth Manager title in 2026.
Both Daniel and Harry pursued additional study support during their journey, with Daniel working with Fitch Learning and Harry with Glascow Consulting, underlining the firm’s commitment to investing in staff development.
“At LUNA, we are committed to fostering talent and supporting our people in achieving the highest levels of professional qualification,” said James Carter, Director of Luna Investment Management. “We are incredibly proud of Daniel and Harry’s achievements, which demonstrate both their personal commitment and the strength of our culture in encouraging growth and excellence.”
The Chartered Wealth Manager qualification is regarded as the pinnacle of CISI’s wealth management pathway, reflecting deep technical knowledge and practical expertise. By encouraging its investment managers to attain this standard, LUNA ensures clients benefit from the highest quality of advice and service.
