James Fpfs Email
Wealth Management Partner at True Potential LLP @ True Potential LLP
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James Fpfs Work
- Wealth Management Partner at True Potential LLP @ (January 2024 - Present)
- Partner at Gregory Wealth Management LLP @ (September 2012 - Present)
- Partner and Chartered Financial Planner at Gregory Wealth Management LLP @ Senior Partner Practice of St. James's Place Wealth Management (January 2019 - December 2023)
- Paraplanner @ Prudent Retirement Planning (January 2008 - January 2012)
- Train Driver @ Silverlink Train Services (January 2005 - January 2008)
- Royal Marines Commando @ (January 2000 - January 2005)
James Fpfs Education
- The Lord Grey Secondary School 1996-2000
James Fpfs Skills
- Personal Financial Planning
- Investment Management
- Retirement Planning
- Inheritance Tax Planning
- Protection Planning/family Security
- Asset Allocation
- Trusts
- Trustee Investments
- Estate Planning
- PFS
- Wealth Management
- Investments
- Strategic Financial Planning
- Financial Advisory
- Financial Services
- CRM
- High Net Worth Individuals
- Pensions
- Funding
- Finance
- Management
- Financial Planning
- Business Strategy
- Leadership
- Lead Generation
- Command
- Microsoft Office
- Marketing
- Customer Service
- Military
- Military Operations
James Fpfs Summary
- James Fpfs, is currently a Wealth Management Partner at True Potential LLP at True Potential LLP. James Fpfs brings experience from previous roles at GREGORY WEALTH MANAGEMENT LLP, Senior Partner Practice of St. James's Place Wealth Management, Prudent Retirement Planning and Silverlink Train Services. James Fpfs holds a 1996 - 2000 The Lord Grey Secondary School. With a robust skill set that includes Personal Financial Planning, Investment Management, Retirement Planning, Inheritance Tax Planning, Protection Planning/family Security and more. James Fpfs has 2 emails on RocketReach.
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Top True Potential LLP Employees
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Newcastle upon Tyne, GB
Bruce Inglis
Head of Digital
Edinburgh, GB
Susan Torrance
Head of People Change
Edinburgh, GB
Earl Glasgow
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Belfast, GB
Stuart Dodson
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Newcastle upon Tyne, GB
Jeffrey Casson
Chief Executive Officer
Edinburgh, GB
Ian Hume
Partner
Stockport District, GB
Luis Mcsi
Partner
London, GB
Chris Leyland
Head of Investment Distribution
Newcastle upon Tyne, GB
Alexander Gubbins
General Counsel
London, GB
Christian Gardner
Head Of Compliance
Newcastle upon Tyne, GB
Gordon Ledger
Head of Information Security
Newcastle upon Tyne, GB
Aidan O'Kane
Head of True Potential Adviser Services
Newcastle upon Tyne, GB
Joshua Dippfs
Partner - True Potential
London, GB
Lynsey Wilson
Head of Marketing Operations
Edinburgh, Scotland, GB
John Watson
Head of Operational Change
Newcastle upon Tyne, GB
Gemma Proctor
Head of People Operations
United Kingdom
David Reid
Chief Technology Officer
Newcastle upon Tyne, GB
Heather Strain
Head of Reward and Policy
Glasgow, GB
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