James Bacon

Chartered MCSI Investment Analyst

james.bacon@chadwicks.co.uk

James joined Chadwick’s in November 2016 after completing his MSc in Investment and Financial Management for which he received a Distinction. Prior to this James worked for two years as an investment researcher at a local fund management company and spent a year working in the pension department of a large insurance company.

James has a BSc (Hons.) in Geography and holds the CISI Level 4 Investment Advice Diploma. He is a Pension Transfer Specialist and a Chartered Member of the CISI. He is currently working towards the Chartered Wealth Manager qualification.

Outside of work James enjoys running, cycling and travelling.

Qualifications

MSc Investment and Financial Management

Level 4 Investment Advice Diploma (CISI)

Level 4 Certificate in Investment Management (CISI)

Level 6 Pension Transfers and Planning Advice

Chartered Member of the Chartered Institute of Securities and Investment