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
- Head of Financial Planning @ (January 2023 - Present)
- Head of East Region @ (August 2019 - Present)
- Director and Chartered Financial Planner @ (July 2018 - Present)
- Chartered Financial Planner - Director @ (May 2012 - June 2018)
- Chartered Financial Planner @ (July 2008 - April 2012)
- Personal Financial Adviser @ Halifax Bank of Scotland (April 2004 - June 2008)
- Student Manager @ (June 1998 - September 2001)
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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Matthew Dippfs
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Nicola Mitchell
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Olya Edwards
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