James Bloomfield's Location
London, GB
James Bloomfield's Work
- Head of Paraplanning, Associate Director @ Saunderson House
- Client Service Manager, Associate Director @ Saunderson House
- Advice Consultant - Project Work @ Close Brothers Asset Management
- Head of Paraplanning @ Close Brothers Asset Management
- Group Technical Manager - Paraplanning @ Cavanagh Wealth Management
- Paraplanner @ Morgan Neville - IFA
- Sales Support @ Friends Provident
- Sales Support @ MGM Assurance
- Sales Support @ abrdn
James Bloomfield's Education
- Nork Park Secondary School
James Bloomfield's Skills
- Paraplanner
- Report Writing Skills
- Investments
- Inheritance Tax Planning
- Pensions
- Project Management
- RDR
- Compliance
- Management
- Financial Advisory
James Bloomfield's Summary
James Bloomfield, based in London, GB, is currently a Head of Paraplanning, Associate Director at Saunderson House, bringing experience from previous roles at Saunderson House, Close Brothers Asset Management and Cavanagh Wealth Management. James Bloomfield holds a Nork Park Secondary School. With a robust skill set that includes Paraplanner, Report Writing Skills, Investments, Inheritance Tax Planning, Pensions and more, James Bloomfield contributes valuable insights to the industry. James Bloomfield has 1 email on RocketReach.
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