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Expertise

  • Wealth Management
  • Tax Planning
  • Pension Planning
  • Pensions for Directors
  • Investment
  • VCT & EIS
  • Corporate Investment
  • Inheritance Tax Planning
  • Pension Transfers

Experience

  • Financial Lifestyle Management

    Adviser
    - Current
    Financial Lifestyle Management

Education History

  • Business Studies

    Edinburgh University
    2002 - 2006

Qualifications

ACA (ICAEW)

Diploma in Regulated Financial Planning (PFS)

Email James

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James Wilson
James Wilson, Financial Lifestyle Management Investment & Wealth Manager

Popular Investment & Wealth Managers in United Kingdom

Michael Hayes
Michael Hayes Hayes Financial Planning Limited Investment & Wealth Manager
  • Wealth Management
  • Investment
  • Pension Transfers
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  • 3 postings
Ryan Nevols
Ryan Nevols 2Plan Wealth Management Ltd - Adam Gilmore Investment & Wealth Manager
  • Inheritance Tax Planning
  • ISA's
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  • Wealth Management
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Adam Gilmore
Adam Gilmore 2Plan Wealth Management Ltd - Adam Gilmore Investment & Wealth Manager
  • Investment Advice
  • Financial protection
  • Stocks and shares ISA
  • personal pensions
  • Pension Planning
  • + 19 more
  • 3 postings

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