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James Oliver DipFA, certs (MP & ER)
Independent Financial Adviser
James has been working in Financial Services since 2002, originally starting out as a mortgage broker for an independent mortgage broker, then later a broker and Area Manager within the Dorset area for a leading Estate Agent.
After this James worked as a Financial Adviser for Halifax Bank within the Somerset and Bath Area.
James is highly motivated and has a passion for challenging sports and has finished 2 Ironman triathlons and also enjoys playing golf.
Following professional qualifications held:
AF5 - Financial Planning Process
AF4 - Investment Planning
AF3 - Pension planning
FPC 1 - Financial Planning Certificate
CeFA 2, 3, 4 - Certificate in Financial Advice
CeMAP 2, 3 - Certificate in Mortgage Advice and Practice
R04 - Pensions and Retirement Planning
J10, Discretionary investment management
J12, Securities advice and dealing
ER1 - Equity Release
Dip FA - Diploma in Financial Advice
RO8 - Pension update
AF7 Pension Transfers
R01 Financial Services Regulations and Ethics
R06 Financial Planning Practice
R05 Financial Protection