James is a Chartered Financial Planner 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).
All Financial Planners require a Diploma in Financial Planning to provide advice. James holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. James holds the following Advanced Financial Planning Papers: