James Smith
Chartered Financial Planner at TISCO Financial Planning Limited- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
St. Albans, England, United Kingdom, UK
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Credentials
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Level 4 Diploma in Financial Planning
Chartered Insurance InstituteAug, 2015- Oct, 2024 -
Level 3 Certificate in Mortgage Advice
Chartered Insurance InstituteAug, 2014- Oct, 2024 -
Level 3 Certificate In Equity Release
Chartered Insurance Institute -
Level 3 Certificate in Long Term Care Insurance
Chartered Insurance Institute -
Level 6 Advanced Diploma in Financial Planning
Chartered Insurance Institute
Experience
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TISCO Financial Planning Limited
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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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Aug 2022 - Present
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Independent Financial Adviser
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Aug 2015 - Present
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Mortgage Adviser
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Aug 2014 - Present
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Client Account Manager
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Jun 2014 - Aug 2014
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Education
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2010 - 2013
University of Hertfordshire
Bachelor’s Degree, Finance -
2001 - 2008
Verulam school
Community
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