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Phil James Location
Bristol, GB
Phil James Work
2012 -now Client Financial Planner @
2000 -2010 IFA @ Edison Ford
Phil James Education
Bristol Polytechnic College
Business Studies
St Mary Redcliffe & Temple School
Phil James Skills
Financial Planning
Financial Advisory
Investments
Pensions
Wealth Management
Tax Planning
Retirement Planning
Auto Enrolment Obligations
Inheritance Tax Planning
Business Strategy Advising
Finance
Portfolio Management
School Fees Planning
Income Protection
Overseas Property Experience
Property Leaseback
Change Management
Sales
Strategic Planning
Financial Reporting
Project Management
Phil James Summary
Phil James, based in Bristol, GB, is currently a Client Financial Planner at Grosvenor Consultancy. Phil James brings experience from previous roles at Edison Ford. Phil James holds a Business Studies @ Bristol Polytechnic College. With a robust skill set that includes Financial Planning, Financial Advisory, Investments, Pensions, Wealth Management and more. Phil James has 2 emails on RocketReach.
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