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James Mortimer

Mortgage and Protection Adviser at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Phil Anderson Financial Services Ltd.</span>
Intro Book
Experienced financial advisor with over 20 years of experience in financial planning and protection advisory.
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Location
Greater Aberdeen Area, GB
Skills
  • Financial Planning
  • Critical Illness
  • Finance
  • Financial Advisory
  • Financial Services
  • Show all
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Bio

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James Mortimer is a seasoned financial professional with over 20 years of experience in financial planning, mortgage lending, and protection advisory. He has worked for various companies, including national and local firms, and has a strong background in financial services. Having left a national company, he is now serving a local client base with an award-winning local company. With a strong education and extensive experience, James is well-equipped to provide expert financial advice and guidance to individuals and families.

Experience

  • Phil Anderson Financial Services Ltd.
    • Ellon, Aberdeenshire
    • Mortgage and Protection Adviser
      • Apr 2021 - Present
      • Ellon, Aberdeenshire

      Having left a national company I am looking forward to servicing a more local client base with an award winning local company.

  • Lighthouse Mortgage & Protection Solutions
    • Aberdeenshire
    • Mortgage & Protection Adviser
      • Jan 2015 - Apr 2021
      • Aberdeenshire

      Lighthouse Mortgage and Protection Solutions is a trading name of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority. Lighthouse Advisory Services Limited is a wholly owned subsidiary of Lighthouse Group plc, which is part of the Quilter grou...

  • Lighthouse Financial Advice
    • Aberdeenshire
    • Mortgage Adviser
      • Jan 2013 - Jan 2015
      • Aberdeenshire
  • Lighthouse Financail Advice
    • Independent Financial Adviser
      • Jan 2006 - Dec 2012
  • Allied Dunbar/Zurich
    • Aberdeen
    • Financial Adviser
      • Feb 2000 - Dec 2005
      • Aberdeen
  • Abbey Life
    • Aberdeen, United Kingdom
    • Financial Adviser
      • Aug 1996 - Feb 2000
      • Aberdeen, United Kingdom
  • Pratt's Newsagent
    • Paper boy
      • Jun 1962 - Jul 1964

Education

  • 1960 - 1964
    Forrester High School

Suggested Services

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Industry Focus. “Financial Services”

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