2010 -
2015 Wealth Management Consultant @ Old Mutual Wealth
2010 -
2011 Sales Support @
James Murphy Education
University of the West of England
LLB (Hons) (Law)
2005
-
2008
Barton Peveril College, Eastleigh, Hants
(Law, History, Classics, IT, Critical Thinking)
2001
-
2003
The Chartered Insurance Institute
Diploma In Regulated Financial Planning, Dip PFS (Financial Planning and Services)
James Murphy Skills
Financial Advisory
Pensions
Business Relationship Management
Retirement Planning
Wealth Management Services
Portfolio Management
Critical Illness
Investments
Business Development
Financial Risk
Finance
Investment Advisory
Income Protection
Asset Allocation
Financial Services
Rdr
Wealth Management
Strategic Financial Planning
Savings
Investment Strategies
Asset Management
Drawdown
Iht
Platforms
Wealth
Business Process Improvement
Offshore Investments
Inheritance Tax Planning
Retirement
Financial Planning
High Net Worth Individuals
Mutual Funds
James Murphy Summary
James Murphy, based in Chichester, GB, is currently a Independent Financial Planner at Lawrence Clarke Limited. James Murphy brings experience from previous roles at BEALS WEALTH MANAGEMENT LIMITED, Deep Blue Financial Limited, SLG FINANCIAL SOLUTIONS LIMITED and LV=. James Murphy holds a 2005 - 2008 LLB (Hons) in Law @ University of the West of England. With a robust skill set that includes Financial Advisory, Pensions, Business Relationship Management, Retirement Planning, Wealth Management Services and more. James Murphy has 1 emails on RocketReach.
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