James Brooke Email & Phone Number
Wealth Architect @ Altior Vita LLP
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James Brooke Location
- Broadwindsor, England, GB
James Brooke Work
- 2010 -now Wealth Architect @
- 2002 -2009 Financial Architect @ Anand Associates
- 2009 -now Financial Life Planner @
- 2001 -2002 Financial Planning Manager @
- 1999 -2001 Senior Consultant @ Caversham Buchanan
- 1997 -1999 Independent Financial Advisor @ Eggar Forrester Financial Services
- 1989 -1997 Financial Advisor @
- 1988 -now Member of Court of Assistants @
James Brooke Education
- Kingston University
(Architecture)
1982-1985 - Kingston University - Company 1982-1985
- Chartered Insurance Institute 1989
James Brooke Skills
- Wealth Management
- Wealth
- Strategic Financial Planning
- Investments
- Financial Advisory
- Pensions
- Investment Strategies
- Personal Finance
- Inheritance Tax Planning
- Investment Advisory
- Income Protection
- Asset Allocation
- Asset Management
- Retirement
- Retirement Planning
- Financial Planners
- Portfolio Management
- Critical Illness
- Estate Planning
- Investment Management
- Finance
- Financial Services
- SIPP
- Asset Managment
- Hedge Funds
- Equities
- Financial Risk
- Financial Planning
- Employee Benefits
- Life Insurance
- Risk Management
- Wealth Management Services
- Securities
- Lifestyle Financial Planning
- Tax Planning
- Life Planning
- Financial Advice
- Financial Security
- Financial Independence
- Private Wealth Management
- Wealth Accumulation
- Wealth Preservation
- Retirement Savings
- Retirement Income Strategies
- Cash Flow
- Cash Flow Forecasting
- Life Assurance
- SIPPs
- Self Invested Personal Pensions
- Public Speaking
- Software Development
- Team Building
- Customer Service
James Brooke Summary
- James Brooke, based in Broadwindsor, England, GB, is currently a Wealth Architect at Altior Vita. James Brooke brings experience from previous roles at Anand Associates, Kinder Institute of Life Planning, Cag and Caversham Buchanan. James Brooke holds a 1982 - 1985 Kingston University. With a robust skill set that includes Wealth Management, Wealth, Strategic Financial Planning, Investments, Financial Advisory and more. James Brooke has 2 emails on RocketReach.
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