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James Herbert Location
United Kingdom
James Herbert Work
2024 -now Chartered Financial Planner @
2023 -2024 Chartered Financial Planner @
2010 -2023 Wealth Planning Director @
2008 -2010 Duty Manager @
James Herbert Education
University of Wales, Bangor
Master of Arts (MA) (Business and Finance)
2009-2010
University of Chester
BA (Hons) (Business Studies)
2005-2008
Abbotsholme School 2001-2005
James Herbert Skills
Inheritance Tax Planning
Income Protection
Pensions
Wealth
Wealth Management
Retirement Planning
Estate Planning
Retirement
Investments
Strategic Financial Planning
Financial Planners
Financial Advisory
Mortgage Lending
Protection
High Net Worth Individuals
Fixed Annuities
Financial Services
Investment Strategies
James Herbert Summary
James Herbert, based in United Kingdom, is currently a Chartered Financial Planner at Continuum (Financial Services) LLP. James Herbert brings experience from previous roles at Amber River True Bearing, atomos wealth and The Co-operative Group. James Herbert holds a 2009 - 2010 Master of Arts (MA) in Business and Finance @ University of Wales, Bangor. With a robust skill set that includes Inheritance Tax Planning, Income Protection, Pensions, Wealth, Wealth Management and more. James Herbert has 2 emails on RocketReach.
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