James Fpfs Email & Phone Number
Chartered Financial Planner @ Anderson Strathern Asset Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Fpfs Location
- Edinburgh, GB
James Fpfs Work
- Chartered Financial Planner @ (September 2019 - Present)
- Senior Financial Planning Consultant @ Pannells Financial Planning Ltd (November 2018 - August 2019)
- Financial Planning Consultant @ Pannells Financial Planning Ltd (August 2011 - November 2018)
- Pension Review Specialist @ (April 2011 - August 2011)
- FInancial Planner (Leeds) @ (September 2010 - April 2011)
- Graduate Trainee Financial Planner and Assistant Financial Planner @ (July 2007 - September 2010)
- Project Analyst and Systems Administrator @ (November 2004 - April 2007)
James Fpfs Education
- Heriot-Watt University
BA in Accountancy & Finance
2000-2004 - Aboyne Academy 1994-2000
James Fpfs Skills
- Alternative Investments
- Business Development
- Business Planning
- Certified Financial Planner
- Chartered Financial Planner
- Estate Planning
- Executive Protection
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Holistic Financial Planning
- Income Tax
- Inheritance Tax Planning
- Investment Management
- Investment Products
- Investments
- New Business Development
- Pension Funds
- Pensions
- Portfolio Management
- Protection
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
James Fpfs Summary
- James Fpfs, based in Edinburgh, GB, is currently a Chartered Financial Planner at Anderson Strathern Asset Management. James Fpfs brings experience from previous roles at Pannells Financial Planning Ltd, Lloyds Banking Group and Mazars Financial Planning Ltd. James Fpfs holds a 2000 - 2004 BA in Accountancy & Finance @ Heriot-Watt University. With a robust skill set that includes Alternative Investments, Business Development, Business Planning, Certified Financial Planner, Chartered Financial Planner and more. James Fpfs has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different James Fpfs?
Find contact details for 700 million professionals.
Top Anderson Strathern Asset Management Employees
Stephen Torbet
Financial Planner
Edinburgh, GB
James Fpfs
Chartered Financial Planner
Edinburgh, GB
Dale Smith
Investment Manager
Glasgow, GB
Paul Shephard
Compliance Officer
Edinburgh, GB
Geof Traill
Investment Manager
Edinburgh, GB
Anna Gratwick
Head Of Financial Planning
Edinburgh, GB
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co