1999 - 2003 Financial Consultant @ Nationwide Building Society, England
James Sutton Education
Chartered Insurance Institute
Financial Planning Certificate (FPC) 1,2,3
1999 - 2001
Brighton University, England
1994 - 1998
Securities and Futures Commission (SFC)
Paper 12 (Asset Management)
Chartered Insurance Brokers (CIB)
Qualified insurance broker
Securities and Futures Commission (SFC)
Paper 1 (Securities & Futures regulations)
Securities and Futures Commission (SFC)
Paper 7 (Financial Markets)
Securities and Futures Commission (SFC)
Paper 8 (Securities)
James Sutton Skills
Inheritance Tax Planning
Investment Portfolio
Wealth Management
Portfolio Management
Financial Advisory
Investments
Tax
Pensions
Strategic Financial Planning
High Net Worth Individuals
James Sutton Summary
James Sutton, based in Hong Kong, is currently a Director at Progeny. James Sutton brings experience from previous roles at The Fry Group (H.K.) Ltd, The Fry Group, HSBC International, Hong Kong and Nationwide Building Society, England. James Sutton holds a 1999 - 2001 Financial Planning Certificate (FPC) 1,2,3 @ Chartered Insurance Institute. With a robust skill set that includes Inheritance Tax Planning, Investment Portfolio, Wealth Management, Portfolio Management, Financial Advisory and more. James Sutton has 3 emails and 2 mobile phone numbers on RocketReach.
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