James Livesey Email

Chartered Financial Planner FPFS CFPcm @ Evelyn Partners

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James Livesey's Location

High Wycombe, GB

James Livesey's Work

Chartered Financial Planner FPFS CFPcm @ Evelyn Partners
Paraplanner @ Planit+
Paraplanner @ DTE Business Advisers

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Paraplanner @ Hamilton Eddie
Sales Support @ Equitable Life Assurance Society
Initial Underwriter and New Business Case Handler @ Friends Provident

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James Livesey's Education

Manchester Grammar School
1985 - 1991

James Livesey's Skills

Microsoft Excel
Jo2
R02

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Ro3
Certificate in Paraplanning
Fpc2
Pension Funds
Investments
Wealth Management
Financial Advisory

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James Livesey's Summary

James Livesey, based in High Wycombe, GB, is currently a Chartered Financial Planner FPFS CFPcm at Evelyn Partners, bringing experience from previous roles at Planit+, DTE Business Advisers Ltd, Hamilton Eddie and The Equitable Life Assurance Society. James Livesey holds a 1985 - 1991 Manchester Grammar School. With a robust skill set that includes Microsoft Excel, Jo2, R02, Ro3, Certificate in Paraplanning and more, James Livesey contributes valuable insights to the industry. James Livesey has 3 emails on RocketReach.

James Livesey Email Address

Found 3 email address listings:

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