James Herbert Email
Chartered Financial Planner @ Continuum (Financial Services) LLP
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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 1 emails on RocketReach.
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