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James Atkinson - FPFS

After graduating with a degree in Physics, James began his career in Financial Services. During his time here, he has worked in a number of roles across the business before focussing on advice. James has achieved Chartered status with the Chartered Insurance Institute (CII) and is also a Fellow of the Personal Finance Society (PFS).

FCA reference number: JTA01030

James Atkinson

Qualifications

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner
  • Fellow, Personal Finance Society
  • BSc (Hons) Physics
  • Certificate in Long Term Care Planning

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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