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Our Financial Advisers

Our Financial Advisers

Our Financial Advisers are based across the UK providing nationwide coverage

James Shattock - BSc (Hons) CFP Chartered MCSI DipPFS

James graduated with a degree in Maritime Business with Law. He began his career in underwriting and moved to Financial Services, joining Hargreaves Lansdown shortly after. He has since qualified as a Certified and Chartered Financial Planner. In 2015, James was selected to feature in the Spear’s Magazine Top 50 High Net Worth Wealth Managers.

FCA reference number: JRS00072

James Shattock

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Certified Financial Planner CM
  • HND Marine Operations
  • BSc (Hons) Maritime Business and Law

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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0117 317 1690