James Etheridge Email
Director and Financial Planner @ Focused Financial
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James Etheridge Location
- Maidstone, GB
James Etheridge Work
- 2011 -2014 Partner and Financial Planner @
- 2011 -now Director and Financial Planner @
- 2010 -2011 Financial Planner @ Charles Derby Financial Services
- 2009 -2010 Sales Business Development Manager @
- 2008 -2008 National Account Manager @
- 2006 -2008 Internal Business Development Manager @
- 2002 -2006 IFA Account Manager @ The Children's Mutual
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
- Personal Finance
- Financial Services
- Strategic Financial Planning
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Asset Allocation
- Wealth Accumulation
- Wealth Management Services
- Financial Planners
- Personal Financial Planning
- Tax
- Small Business
- Finance
- Business Development
- Strategic Planning
- JavaScript
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.
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