Independent Financial Adviser @ Almary Green Investments Ltd (April 2010 - May 2016)
Independent Financial Adviser @ James Harrison Consultancy / Finance Shop (January 2003 - December 2009)
Financial Adviser @ LTSB Bank Plc (August 1990 - December 2002)
James Pfs Skills
Retirement
Income Protection
Investments
Retirement Planning
Public Speaking
Portfolio Management
Strategic Financial Planning
Inheritance Tax Planning
Wealth Management
Employee Benefits
Training
Pensions
Microsoft Excel
Accounting
James Pfs Summary
James Pfs, based in Norwich, England, GB, is currently a Director and Owner and Independent Financial Adviser at Acorn Wealth Management Group Ltd. James Pfs brings experience from previous roles at Nurture Financial Planning Ltd, Almary Green Investments Ltd, James Harrison Consultancy / Finance Shop and LTSB Bank Plc. With a robust skill set that includes Retirement, Income Protection, Investments, Retirement Planning, Public Speaking and more. James Pfs has 1 emails on RocketReach.
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