James Cole Email & Phone Number
Managing Director @ Talis Independent Financial Advisers
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James Cole Location
- Ashford, GB
James Cole Work
- 2019 -now Managing Director @
- 2019 -2023 Chair, Regional Committee @
- 2017 -2019 Associate Director @ Stennings
- 2018 -2018 Vice Chair, Regional Committee @
- 2015 -2017 Regional Officer @
- 2014 -2017 Regional Account Manager @
- 2013 -2014 Trustee Consultant @
- 2007 -2013 Business Development Consultant @
- 2006 -2007 Financial Planning Manager @
- 2005 -2006 Client Relationship Manager @
- 2003 -2005 Independent Financial Adviser @ Martin Andrews & Associates Ltd
- 1999 -2003 Account Manager @
- 1996 -1999 Relationship Manager @
James Cole Education
- Fakenham College
(English, Geography, Media Studies)
1994-1996
James Cole Skills
- Listening Skills
- New Business Development
- Financial Planning
- Business Planning
- Strategic Planning
- Strategy Development
- Process Development
- People Skills
- Writing Skills
- Organisational Skills
- Social Skills
- Salesforce.com
- Sales Process
- Distribution
- Retirement Planning
- Investment Strategies
- Financial Advice
- Strategic Financial Planning
- Financial Advisory
- Strategy
- Pensions
- Retirement
- Investments
- Financial Services
- CRM
- Estate Planning
- Process Simulation
- Relationship Management
- Management
- Business Development
- Savings
- Wealth
- Wealth Management
- Critical Illness
- High Net Worth Individuals
- Protection
- Investment Advisory
- Fixed Annuities
- Wealth Management Services
- SIPP
- Finance
- Defined Benefit
- Pension Funds
- Investment Management
- Inheritance Tax Planning
- Proposition Development
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Financial Planners
James Cole Summary
- James Cole, based in Ashford, GB, is currently a Managing Director at Talis Independent Financial Advisers. James Cole brings experience from previous roles at Personal Finance Society, Stennings and The Personal Finance Society. James Cole holds a 1994 - 1996 Fakenham College. With a robust skill set that includes Listening Skills, New Business Development, Financial Planning, Business Planning, Strategic Planning and more. James Cole has 2 emails and 2 mobile phone numbers on RocketReach.
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