James Burnham BA (Hons) MSc FPFS

Chartered Paraplanner and Occupational Pension Specialist

James is a Chartered Paraplanner and an Occupational Pension Specialist. He has worked in Financial Services since 2008 and joined Attivo Financial Planning in 2017. James is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

James holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Paraplanners must hold Advanced Papers from the CII. James holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Pension planning
  • Investment planning
  • Financial planning process.