James Curry BA (Hons) APFS

Chartered Paraplanner and Occupational Pension Specialist

James is a Chartered Paraplanner and an Occupational Pension Specialist. He has worked in Financial Services since 2014 and joined Attivo Financial Planning in 2019. James is an Associate 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. He also holds the following Advanced Financial Planning Papers:

  • Pension planning
  • Investment planning
  • Financial planning process.