James Oram Email & Phone Number
Chartered Financial Planner @ IWP Financial Planning
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James Oram Location
- Cambridge, Cambridgeshire, United Kingdom
James Oram Work
- Chartered Financial Planner @ (August 2022 - Present)
- Treasurer @ Cambridge Szeged Society (January 2008 - Present)
- Chartered Financial Planner @ (March 2010 - July 2022)
- Financial Planner and Director N W Brown Trustees Ltd @ N W Brown & Co Ltd (January 2004 - September 2009)
- Financial Adviser @ JGLR Financial Planning Ltd (February 2001 - December 2003)
- Financial Adviser @ (September 1999 - January 2001)
- Financial Adviser @ United Friendly/Friends Provident (May 1997 - September 1999)
- Financial Adviser @ Sun Life of Canada (March 1996 - April 1997)
James Oram Education
- The University of Manchester
BA (Hons) (BA (Hons))
James Oram Skills
- High Net Worth Individuals
- Holistic Financial Planning
- Pensions
- Strategic Financial Planning
- Financial Planners
- Wealth Management
- SIPP
- Retirement Planning
- Finance
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Inheritance Tax Planning
- Wealth
- Financial Services
- Estate Planning
- Investments
- Retirement
- Financial Planning
- Strategic Planning
- Auditing
- Sales
- Accounting
- Customer Service
James Oram Summary
- James Oram, based in Cambridge, Cambridgeshire, United Kingdom, is currently a Chartered Financial Planner at IWP Financial Planning. James Oram brings experience from previous roles at Cambridge Szeged Society, James Oram, N W Brown & Co Ltd and JGLR Financial Planning Ltd. James Oram holds a BA (Hons) in BA (Hons) @ The University of Manchester. With a robust skill set that includes High Net Worth Individuals, Holistic Financial Planning, Pensions, Strategic Financial Planning, Financial Planners and more. James Oram has 1 emails on RocketReach.
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