James Robertson M.A, FPFS, CFP
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English Native or bilingual proficiency
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Finnish Professional working proficiency
Topline Score
Bio
Credentials
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FPFS
The Personal Finance SocietyDec, 2014- Sep, 2024 -
Chartered Financial Planner
Chartered Insurance InstituteJul, 2014- Sep, 2024
Experience
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Active Chartered Financial Planners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner
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Jul 2010 - Present
Active Chartered Financial Planners is one of the leading firms of Independent Financial Planners in the North. As a Chartered Financial Planner and Fellow of the Personal Finance Society I play a leading role across the organisation as we work to ensure that our advice and recommendations best meet our client needs. I meet with clients at our offices in Thornaby or at locations across the North East. To contact the office please call 01642 765 957. Active Chartered Financial Planners is one of the leading firms of Independent Financial Planners in the North. As a Chartered Financial Planner and Fellow of the Personal Finance Society I play a leading role across the organisation as we work to ensure that our advice and recommendations best meet our client needs. I meet with clients at our offices in Thornaby or at locations across the North East. To contact the office please call 01642 765 957.
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Financial Planner
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Jan 2005 - Jun 2010
Independent Financial Planner Independent Financial Planner
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Self Employed
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Real Estate
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1 - 100 Employee
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Independent Financial Adviser
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2000 - 2005
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Education
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2014 - 2016
The Open University
Master of Arts in Education (Applied Linguistics), Education and Linguistics -
1984 - 1987
Newcastle University
Bachelor of Science, Chemistry -
1979 - 1984
Hatfield High School, Hatfield, Doncaster
GCSE "O" and "A" levels
Community
