James Cfp® Email
Director and Retirement Planning Specialist @ Pyrford Financial Planning
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James Cfp® Location
- Nottingham, GB
James Cfp® Work
- 2023 -now Director and Retirement Planning Specialist @
- 2022 -now Founder @
- 2019 -now Co Host @ Adviser Gap Podcast
- 2016 -now Chair @ NextGen Planners London Roundtable
- 2020 -2022 Director Of Financial Planning @
- 2018 -2020 Senior Financial Planner @
- 2017 -2018 Senior Associate @
- 2014 -2017 Consultant @ Premier Wealth Planning
- 2012 -2014 Paraplanner @ Premier Wealth Planning
- 2010 -2012 Paraplanner @ St. James's Place Partnership
- 2010 -2010 Intervention Administrator @ Shacklocks Solicitors
- 2005 -2010 Operations and Production @
James Cfp® Education
- The University of Sheffield
Bachelor of Science (BSc) (Economics)
2007-2010
James Cfp® Summary
- James Cfp®, based in Nottingham, GB, is currently a Director and Retirement Planning Specialist at Pyrford Financial Planning. James Cfp® brings experience from previous roles at Latitude Financial Planning, Adviser Gap Podcast, NextGen Planners London Roundtable and Mathews Comfort Financial Planning. James Cfp® holds a 2007 - 2010 Bachelor of Science (BSc) in Economics @ The University of Sheffield. James Cfp® has 1 emails on RocketReach.
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