James Riley Email & Phone Number

Independent Financial Adviser @ Apogee Wealth Management

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James Riley Location

Wilmslow, GB

James Riley Work

2011 - now Independent Financial Adviser @ Apogee Wealth Management
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2010 - now Treasurer and VP and Member @ BNI UK & Ireland
2009 - 2011 Financial Planner @ Parsonage

2004 - 2009 Financial Adviser @ Greystone Financial Services
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2003 - 2005 Adviser @ Pay Less Ltd
1998 - 2003 Sales Support Executive @ Clerical Medical

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James Riley Education

CII Financial Planning Exams
Statement of Professional Standing
2012 - 2012
CII Financial Planning Exams
Diploma in Financial Planning
1999 - 2012
University of Sunderland
B Sc (hons) (Sports Science)
1994 - 1997

Joseph Rowntree
GCSEs
1987 - 1992

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James Riley Skills

Estate Planning
Financial Advisory
Personal Pensions

Financial Planners
Public Speaking
Personal Tax Planning
Pensions
Fixed Annuities
Estate Tax Planning
Business

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James Riley Summary

James Riley, based in Wilmslow, GB, is currently a Independent Financial Adviser at Apogee Wealth Management. James Riley brings experience from previous roles at BNI UK & Ireland, Parsonage, Greystone Financial Services Ltd and Pay Less Ltd. James Riley holds a 2012 - 2012 Statement of Professional Standing @ CII Financial Planning Exams. With a robust skill set that includes Estate Planning, Financial Advisory, Personal Pensions, Financial Planners, Public Speaking and more. James Riley has 2 emails and 1 mobile phone numbers on RocketReach.

James Riley Emails

Found 2 emails

James Riley Phone Numbers

Found 1 phone numbers

+44 7985 24XXXX

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Top Apogee Wealth Management Employees

Paul Rowling

Director at Apogee Wealth Management

Knutsford, GB
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Mark Dippfs

Head of Compliance and Risk at Apogee Wealth Management

None
1
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Ross Dippfs

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Amy Goodeve

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