James Dennis

James is a Technical Team Leader, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries.  James has worked in the industry for over 20 years and also has a background in software development and engineering.  James holds Chartered status through both the CISI and CII, and is working towards Fellowship status.

Qualifications:

• BSc(Hons) in Computing (Visualisation)
• Level 7 Diploma in Advanced Financial Planning (CFP™)
• Level 6 Advanced Diploma in Financial Planning (APFS)
• Certificate in Pension Transfer Advice
• Certificate in Discretionary Investment Management
• Certificate in Securities Advice & Dealing

Memberships:

• Chartered Institute for Securities and Investment (CISI)
• Chartered Insurance Institute (CII)
• Personal Finance Society (PFS)