James Etheridge Email

Director and Financial Planner @ Focused Financial

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James Etheridge Location

Maidstone, GB

James Etheridge Work

2011 - now Director and Financial Planner @ Focused Financial
2011 - 2014 Partner and Financial Planner @ Focused Financial
2010 - 2011 Financial Planner @ Charles Derby Financial Services

2009 - 2010 Sales Business Development Manager @ Partnership
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2008 - 2008 National Account Manager @ Partnership
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2006 - 2008 Internal Business Development Manager @ Partnership
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2002 - 2006 IFA Account Manager @ The Children's Mutual

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James Etheridge Education

Oxford Brookes University
1997 - 1999
IFS School of Finance
Diploma for Financial Advisers
2013
The Chartered Insurance Institute
CertPFS
2013

James Etheridge Skills

Financial Planning
Portfolio Management
Retirement Planning

Wealth Management
Pensions
Protection
Retirement
Inheritance Tax Planning
Wealth
Estate Planning

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James Etheridge Summary

James Etheridge, based in Maidstone, GB, is currently a Director and Financial Planner at Focused Financial. James Etheridge brings experience from previous roles at Focused Financial Planning, Charles Derby Financial Services and Partnership. James Etheridge holds a 1997 - 1999 Oxford Brookes University. With a robust skill set that includes Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Pensions and more. James Etheridge has 1 emails on RocketReach.

James Etheridge Emails

Found 1 emails

@focusedfinancial.co.uk

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James Etheridge

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