James joined Chadwickâs 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 also has a BSc (Hons) in Geography and is a Chartered Financial Planner. His areas of expertise include pensions, investments, and cash flow modelling. His goal is to help people make smart decisions about money so they can build and protect their wealth.
Outside of work James enjoys keeping fit, travelling, and is currently trying to learn a second language!
Qualifications
MSc Investment and Financial Management (UEA)
Level 6 Certificate in Private Client Investment Advice and Management (CISI)
Level 6 Certificate in Pension Transfers and Planning Advice (CISI)
Level 6 Advanced Diploma in Financial Planning (CII)
STEP Certificate for Financial Services, Trusts and Estate Planning (dist.)
Chartered Member of the Chartered Institute of Securities and Investment
Chartered Financial Planner