James Bulman Email
Director and Indepentent Financial Adviser @ Smith & Pinching
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James Bulman Location
- United Kingdom
James Bulman Work
- 2023 -now Director and Indepentent Financial Adviser @
- 2014 -2023 Independent Financial Adviser @ Smith & Pinching Chartered Financial Advisers
- 2011 -2014 Independent Financial Adviser @ Charles Derby Wealth Managment Limited
- 2008 -2011 Tutor and Project Manager @ CfBT
- 2006 -2008 Senior Support Worker @ Dimensions
James Bulman Education
- The Chartered Insurance Institute (CII)
Financial Planning Process (AF5)
2016-2016 - The Chartered Insurance Institute (CII)
Senior management and supervision (AF6)
2016-2016 - The Chartered Insurance Institute (CII)
(Personal Taxation)
2014-2014 - The Chartered Insurance Institute (CII)
(CeMAP)
2013-2013 - IFS
(Diploma Financial Advice)
2012-2013 - The Chartered Insurance Institute (CII)
(CF1 UK Financial Services, Regulations and Ethics)
2011-2011 - City College Norwich
(Project Management)
2010-2010 - University of East Anglia
FdA (Teaching (DTLLS))
2008-2010 - City College Norwich
(Health and Social Care)
2007-2008 - Cambridge Regional College
Sports Diploma (Sports Science)
2003-2005 - Thorpe St Andrew High
10 GCSE's
1998-2003
James Bulman Skills
- Teaching
- Strategic Financial Planning
- Data Analysis
- Staff Development
- Coaching
- Research
- Risk Management
- Investments
- Pensions
- Training
- Managing Employees
- Time Management
- Tender Preparation
- Quality Assurance
- Analysis
- Budget
- Training Delivery
- Financial Planning
- Budgets
James Bulman Summary
- James Bulman, based in United Kingdom, is currently a Director and Indepentent Financial Adviser at Smith & Pinching. James Bulman brings experience from previous roles at Smith & Pinching Chartered Financial Advisers, Charles Derby Wealth Managment Limited, CfBT and Dimensions. James Bulman holds a 2016 - 2016 Financial Planning Process in AF5 @ The Chartered Insurance Institute (CII). With a robust skill set that includes Teaching, Strategic Financial Planning, Data Analysis, Staff Development, Coaching and more. James Bulman has 2 emails on RocketReach.
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