BackChris James APFS CertPFS (Securities)
Chartered Financial Planner
“I can really see the value that Financial Planning brings to a client’s financial journey, and I am really inspired to be a part of and try to have a positive impact on that journey.”
Financial Qualifications
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- BA (Hons) Business Studies from the University of Hull
- Certificate member of the Personal Finance Society (Securities)
Get to know Chris
After graduating from the University of Hull with a BA Hons in Business Studies, I pursued a career in Financial Planning in 2004. I started by working in variety of roles including compliance, adviser support and paraplanning which gave me a significant amount of experience and knowledge to move into a role as a Financial Planner in 2010.
Since then, I have been providing holistic financial planning to a wide range of clients. I really enjoy building ongoing relationships whilst helping them to achieve their short- and longer-term goals. I am passionate about trying to minimise the amount of tax that clients pay, ensuring that clients can do all the things they want to do without compromising their future and ensuring that there is provision in place in the event of the unexpected. I can really see the value that Financial Planning brings to a client’s financial journey, and I am really inspired to be a part of and try to have a positive impact on that journey.
In 2021 I was proud to achieve Chartered Financial Planner status, and although it was certainly hard to pass, especially with a young family, I am dedicated to be as highly qualified as possible for my clients and will continue to look to achieve further qualifications in future.
Outside of work, I enjoy spending time with my family, catching up with friends, sports, reading, and the occasional round of golf.
Telephone: 01582 720511