James Collins Email
Independent Financial Advisor and Managing Director
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James Collins Location
- Stockport District, GB
James Collins Work
- 2013 -now Independent Financial Advisor and Managing Director @ Cheshire Wealth Partnership
- 2012 -2016 Director Of Development @
- 2011 -2012 Area Sales Manager CBFPS @ AXA Wealth
- 2007 -2011 Financial Adviser @
- 2001 -2007 Manager @
- 1998 -2001 Branch Manager @
James Collins Education
- Brighton College 1985-1996
- Windlesham
James Collins Skills
- Inheritance Tax Planning
- Retirement Planning
- Protection
- Pensions
- Income Protection
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement
- Wealth
- Critical Illness
- Financial Advisory
- Private Banking
- Financial Services
- Savings
- Unit Trusts
- Fixed Annuities
- Life Insurance
- Asset Management
- Financial Risk
- Insurance
- Residential Mortgages
- Estate Planning
- Wealth Management Services
- Leadership
- Investment Advisory
- Finance
- Retail Banking
- Saving for Education
- Long-term Care
- Mortgage Marketing
- Term Life Insurance
- Mortgage Lending
- Mergers & Acquisitions
- Holistic Financial Planning
- Trusts
- Team Building
- Financial Planners
- Relationship Management
- Mutual Funds
- Equity Release
- Investment Strategies
- Personal Financial Planning
- Portfolio Management
- Banking
- SIPP
- High Net Worth Individuals
- Bonds
- Wealth Accumulation
- Personal Pensions
- Business Development
- Planned Giving
- Independent Financial Advice
- Management
- Negotiation
- Long Term Care
- Mergers and Acquisitions
James Collins Summary
- James Collins, based in Stockport District, GB, is currently a Independent Financial Advisor and Managing Director at Cheshire Wealth Partnership. James Collins brings experience from previous roles at The Chambers Partnership ltd, AXA Wealth, The Co-operative Banking Group and Asda. James Collins holds a 1985 - 1996 Brighton College. With a robust skill set that includes Inheritance Tax Planning, Retirement Planning, Protection, Pensions, Income Protection and more. James Collins has 1 emails on RocketReach.
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