James Bloomfield Email

Career break @ at home

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James Bloomfield Location

Reigate, GB

James Bloomfield Work

@ Söderberg & Partners Financial Planning
2024 - now Mentor @ The Paraplanner Club
2025 - now Career break @ at home

2024 - 2025 Head of Advice Proposition @ Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham
2020 - 2024 Head of Paraplanning, Associate Director @ Saunderson House
2020 - 2020 Client Service Manager, Associate Director @ Saunderson House
2019 - 2020 Advice Consultant - Project Work @ Close Brothers Asset Management
2011 - 2019 Head of Paraplanning @ Close Brothers Asset Management
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2000 - 2011 Group Technical Manager - Paraplanning @ Cavanagh Wealth Management
1999 - 2000 Paraplanner @ Morgan Neville - IFA

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James Bloomfield Education

Nork Park Secondary School

James Bloomfield Skills

Paraplanner
Report Writing Skills
Investments

Inheritance Tax Planning
Pensions
Project Management
RDR
Compliance
Management
Financial Advisory

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James Bloomfield Summary

James Bloomfield, based in Reigate, GB, is currently a Career break at at home. James Bloomfield brings experience from previous roles at Söderberg & Partners Financial Planning, The Paraplanner Club, Pembroke Financial Services Ltd - IFA's in Brighton, Haywards Heath, Horsham & S and Saunderson House. 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 has 2 emails on RocketReach.

James Bloomfield Emails

Found 2 emails

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James Bloomfield

President and Certified Pedorthist at Corey's Bootery

Kalamazoo, MI, US
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- coreysbootery.com
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- +1 269-209-XXXX
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James Bloomfield

President and CEO at Hearsee Mobility

St. George, UT, US
2
- hearseemobility.org
- gmail.com
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- +1 702-220-XXXX
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James Bloomfield

CEO and Co-Founder at Moda Match - A.I. Apparel Solutions

Montreal, QC, CA
1
- moda-match.com
2
- +1 561-670-XXXX
- +1 514-243-XXXX
James Bloomfield

Managing Quantity Surveyor at Morgan Sindall Construction & Infrastructure

Callington, GB
1
- morgansindall.com
James Bloomfield

Senior Vice President at Redington, a Gallagher company

United Kingdom
3
- redington.co.uk
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