James Cfp® Email
Director and Retirement Planning Specialist @ Pyrford Financial Planning
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James Cfp® Location
- Nottingham, GB
James Cfp® Work
- Director and Retirement Planning Specialist @ (May 2023 - Present)
- Founder @ (November 2022 - Present)
- Co Host @ Adviser Gap Podcast (January 2019 - Present)
- Chair @ NextGen Planners London Roundtable (November 2016 - Present)
- Director Of Financial Planning @ (April 2020 - August 2022)
- Senior Financial Planner @ (August 2018 - April 2020)
- Senior Associate @ (December 2017 - August 2018)
- Consultant @ Premier Wealth Planning (April 2014 - December 2017)
- Paraplanner @ Premier Wealth Planning (October 2012 - March 2014)
- Paraplanner @ St. James's Place Partnership (September 2010 - September 2012)
- Intervention Administrator @ Shacklocks Solicitors (July 2010 - September 2010)
- Operations and Production @ (July 2005 - July 2010)
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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