James Riley's Location
Wilmslow, GB
James Riley's Work
- Independent Financial Adviser @ Apogee Wealth Management
- Treasurer and VP and Member @ BNI UK & Ireland
- Financial Planner @ Parsonage
- Financial Adviser @ Greystone Financial Services
- Adviser @ Pay Less Ltd
- Sales Support Executive @ Clerical Medical
James Riley's 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
James Riley's Skills
- Estate Planning
- Financial Advisory
- Personal Pensions
- Financial Planners
- Public Speaking
- Personal Tax Planning
- Pensions
- Fixed Annuities
- Estate Tax Planning
- Business
James Riley's Summary
James Riley, based in Wilmslow, GB, is currently a Independent Financial Adviser at Apogee Wealth Management, bringing 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 contributes valuable insights to the industry. James Riley has 2 emails and 1 mobile phone number on RocketReach.
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