James Cole Email & Phone Number
Managing Director @ Talis Independent Financial Advisers
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James Cole Location
- Ashford, GB
James Cole Work
- Managing Director @ (April 2019 - Present)
- Chair, Regional Committee @ (January 2019 - March 2023)
- Vice Chair, Regional Committee @ (January 2018 - December 2018)
- Regional Officer @ (January 2015 - December 2017)
- Associate Director @ Stennings (May 2017 - March 2019)
- Regional Account Manager @ Santander Asset Management (December 2014 - March 2017)
- Trustee Consultant @ (November 2013 - December 2014)
- Business Development Consultant @ (April 2007 - November 2013)
- Financial Planning Manager @ (May 2006 - April 2007)
- Client Relationship Manager @ (June 2005 - May 2006)
- Independent Financial Adviser @ Martin Andrews & Associates Ltd (September 2003 - May 2005)
- Account Manager @ (August 1999 - September 2003)
- Relationship Manager @ (September 1996 - August 1999)
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 and Stennings. 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 3 emails and 2 mobile phone numbers on RocketReach.
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