James Fpfs Email & Phone Number
Head of Financial Planning @ Francis Clark Financial Planning
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James Fpfs Location
- Bournemouth, England, GB
James Fpfs Work
- 2023 - now Head of Financial Planning @
- 2019 - now Head of East Region @
- 2018 - now Director and Chartered Financial Planner @
- 2012 - 2018 Chartered Financial Planner - Director @
- 2008 - 2012 Chartered Financial Planner @
- 2004 - 2008 Personal Financial Adviser @ Halifax Bank of Scotland
- 1998 - 2001 Student Manager @
James Fpfs Education
- The University of Edinburgh
MA(hons) (Economics and Maths)
1997 - 2001
James Fpfs Skills
- Wealth Management
- Investment Strategies
- Retirement
- Management
- Income Protection
- Financial Advisory
- Inheritance Tax Planning
- Financial Services
- Financial Planning
- Strategic Financial Planning
- Pensions
- Retirement Planning
- Investment Advisory
- Asset Managment
- Wealth
- Investments
- Portfolio Management
- Asset Management
- Pension Funds
- Clinical Research
- Finance
- Leadership
- PowerPoint
- Banking
James Fpfs Summary
- James Fpfs, based in Bournemouth, England, GB, is currently a Head of Financial Planning at Francis Clark Financial Planning. James Fpfs brings experience from previous roles at Francis Clark Financial Planning, Tilney Group and Bank of Scotland Investment Service. James Fpfs holds a 1997 - 2001 MA(hons) in Economics and Maths @ The University of Edinburgh. With a robust skill set that includes Wealth Management, Investment Strategies, Retirement, Management, Income Protection and more. James Fpfs has 2 emails on RocketReach.
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Top Francis Clark Financial Planning Employees
Kate Stephen
Chartered Financial Planner
United Kingdom
Christopher Reah
Managing Director and Partner
Exeter, England, GB
James Fpfs
Head of Financial Planning
Bournemouth, England, GB
Charlotte Fpfs
Director, Head of Client Experience
Exeter, England, GB
Lewis Banfield
Partner
Exeter, England, GB
Matthew Dippfs
Compliance Supervision Manager
Exeter, England, GB
Andrew Kirk
Associate Director
Plymouth, England, GB
Olya Edwards
Financial Planner
Exeter, England, GB
Simon Apfs
Financial Planner
Bristol, England, GB
Mark Tweedie
Head of Technical Support
Exeter, England, GB
Shaun Dippfs
Trainee Financial Planner
Poole, GB
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