Phil James Email
Client Financial Planner @ Grosvenor Consultancy Limited
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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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