James Foster Email
Financial Adviser @ Lakeside FS Ltd - Financial Solutions
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James Foster Location
- Wakefield, GB
James Foster Work
- Financial Adviser @ (September 2017 - Present)
- Associate Adviser @ (May 2017 - July 2017)
- Investment and Protection Suitability File Reviewer (Contractor) @ (May 2016 - May 2017)
- Premier Relationship Manager @ (October 2013 - May 2016)
- Mortgage and Protection Adviser @ (February 2006 - October 2013)
James Foster Education
- University of Leeds
Bachelor of Arts with Hons (BA Hons) (Management)
2001-2004 - St. John Fisher R.C High 1994-2001
James Foster Skills
- Microsoft Office
- Microsoft Excel
- Investments
- Equity Release
- Income Protection
- Certified Mortgage Planning
- Cemap
- Strategic Financial Planning
- Retail Banking
- Banking
- Wealth Management
- Relationship Management
- Customer Service
- Residential Mortgages
- Wealth
- Loans
- Credit
- Critical Illness
- Protection
- Financial Advisory
- Consumer Lending
- Mortgage Lending
- Financial Planning
James Foster Summary
- James Foster, based in Wakefield, GB, is currently a Financial Adviser at Lakeside Financial Solutions. James Foster brings experience from previous roles at Mortgage Advisory Network, KPMG UK, HSBC Retail Banking and Wealth Management and HSBC. James Foster holds a 2001 - 2004 Bachelor of Arts with Hons (BA Hons) in Management @ University of Leeds. With a robust skill set that includes Microsoft Office, Microsoft Excel, Investments, Equity Release, Income Protection and more. James Foster has 1 emails on RocketReach.
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