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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 Cheshire

Ryan Nevols
Ryan Nevols 2Plan Wealth Management Ltd - Adam Gilmore Investment & Wealth Manager
  • Inheritance Tax Planning
  • Financial Advice
  • Pensions on Divorce
  • Business Protection
  • ISA's
  • + 9 more
  • 2 postings
Sean Kelly
Sean Kelly Akrido Digital Assets Investment & Wealth Manager
  • trading
  • CRYPTOCURRENCY
  • Wealth Accumulation
  • bitcoin
  • investing
  • + 2 more
  • 1 testimonials
  • 2 postings
Gary Ward
Gary Ward Whittaker Financial Solutions Investment & Wealth Manager

"You hold the key to happiness - It's your choice to open the door" Money does not guarantee you happiness but understanding how to use it to ensure that you reach the goals that are really important…

  • 2 testimonials
  • 4 postings

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