Dinghy and powerboat Instructor @ (February 2015 - Present)
Director @ (June 2016 - December 2023)
Managing Director @ Executive Wealth Management Ltd (January 2011 - December 2023)
Financial Adviser @ (April 2007 - January 2011)
James Relph Education
University of Hertfordshire 1991-1993
James Relph Skills
Cash Flow
EIS
Employee Benefits
Equity Release
Executive Support
Finance
Financial Advisory
Financial Planning
Financial Services
Income Protection
Inheritance Tax Planning
Investments
Key Person Insurance
Long Term Care
Long-term Care
Mortgage Lending
Pension Funds
Pensions
Portfolio Management
Retirement Planning
SIPP
Sailing Instruction
Strategic Financial Planning
VCT
Wealth Management
James Relph Summary
James Relph, based in Swindon, GB, is currently a Dinghy and powerboat Instructor at Royal Yachting Association (RYA). James Relph brings experience from previous roles at Fairstone Group Ltd, Prospero Finance , Executive Wealth Management Ltd and RSM Tenon. James Relph holds a 1991 - 1993 University of Hertfordshire. With a robust skill set that includes Cash Flow, EIS, Employee Benefits, Equity Release, Executive Support and more. James Relph has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different James Relph?
Find contact details for 700 million professionals.