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James Black - FPFS

James joined Hargreaves Lansdown in 2011 and spent three years working on the Investment Helpdesk before joining the advisory team. He has since achieved Chartered status and is a Fellow of the Personal Finance Society.

FCA reference number: JRB01358

James Black

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Fellow, Personal Finance Society
  • Certificate in Long Term Care Planning
  • Certificate in Discretionary Investment Management
  • R08 Pensions Update

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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