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James Mousley Location
Nottingham, GB
James Mousley Work
Director and Retirement Planning Specialist @ (May 2023 - Present)
Founder @ (November 2022 - Present)
Co Host @ Adviser Gap Podcast (January 2019 - Present)
Chair @ NextGen Planners London Roundtable (November 2016 - Present)
Director Of Financial Planning @ (April 2020 - August 2022)
Senior Financial Planner @ (August 2018 - April 2020)
Senior Associate @ (December 2017 - August 2018)
Consultant @ Premier Wealth Planning (April 2014 - December 2017)
Paraplanner @ Premier Wealth Planning (October 2012 - March 2014)
Paraplanner @ St. James's Place Partnership (September 2010 - September 2012)
Intervention Administrator @ Shacklocks Solicitors (July 2010 - September 2010)
Operations and Production @ (July 2005 - July 2010)
James Mousley Education
The University of Sheffield
Bachelor of Science (BSc) (Economics)
2007-2010
James Mousley Skills
Certified Financial Planner
Financial Advisory
Financial Planning for Business Owners
Independent Financial Advice
Investments
Pensions
Personal Financial Planning
Retirement
Retirement Income Strategies
Retirement Planning
Strategic Financial Planning
Succession Planning
Wealth
Wealth Management
Wealth Management Services
James Mousley Summary
James Mousley, based in Nottingham, GB, is currently a Director and Retirement Planning Specialist at Pyrford Financial Planning . James Mousley brings experience from previous roles at Latitude Financial Planning, Adviser Gap Podcast, NextGen Planners London Roundtable and Mathews Comfort Financial Planning. James Mousley holds a 2007 - 2010 Bachelor of Science (BSc) in Economics @ The University of Sheffield. With a robust skill set that includes Certified Financial Planner, Financial Advisory, Financial Planning for Business Owners, Independent Financial Advice, Investments and more. James Mousley has 1 emails on RocketReach.
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