James Etheridge Email
Director and Financial Planner @ Focused Financial
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James Etheridge Location
- Maidstone, GB
James Etheridge Work
- Director and Financial Planner @ (June 2011 - Present)
- Partner and Financial Planner @ (July 2011 - December 2014)
- Financial Planner @ Charles Derby Financial Services (September 2010 - July 2011)
- Sales Business Development Manager @ (January 2009 - July 2010)
- National Account Manager @ (July 2008 - December 2008)
- Internal Business Development Manager @ (July 2006 - July 2008)
- IFA Account Manager @ The Children's Mutual (July 2002 - July 2006)
James Etheridge Education
- Oxford Brookes University 1997-1999
- IFS School of Finance
Diploma for Financial Advisers
2013 - The Chartered Insurance Institute
CertPFS
James Etheridge Skills
- Asset Allocation
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Inheritance Tax Planning
- Investment Advisory
- Investment Strategies
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Protection
- Retirement
- Retirement Planning
- Small Business
- Strategic Financial Planning
- Tax
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- 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, Charles Derby Financial Services and Partnership. James Etheridge holds a 1997 - 1999 Oxford Brookes University. With a robust skill set that includes Asset Allocation, Estate Planning, Finance, Financial Advisory, Financial Planners and more. James Etheridge has 1 emails on RocketReach.
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