James Kent
Independent Financial Adviser at Aegis Financial Planning Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
London, England, United Kingdom, GB
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Aegis Financial Planning Limited
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Independent Financial Adviser
-
Apr 2021 - Present
-
-
-
Fulcrum Private Clients
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Independent Financial Adviser
-
Jun 2019 - Apr 2021
-
-
Paraplanner
-
Jul 2018 - Jun 2019
-
-
-
CFPML
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Client Services
-
Sep 2016 - Jul 2018
-
-
-
Sandycross Wealth Management LLP
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Administrator
-
Jan 2016 - Sep 2016
-
-
Education
-
-
Chartered Insurance Institute
Diploma in Regulated Financial Planning -
-
Chartered Insurance Institute
Award in Long Term Care Insurance -
-
The London Institute of Banking & Finance
Diploma in Financial Advice
Community
You need to have a working account to view this content.
Click here to join now
