James Barber DipPFS

Paraplanner

As a paraplanner within the Wealth Management team, my duties include assisting the advisers in analysing clients financial situations and their specific needs, producing Suitability Reports and compiling detailed cash flow forecasts.

I have recently completed the CII Diploma in Regulated Financial Planning and I am now working towards the CII Advanced Diploma and Chartered status.

Away from the office I regularly enjoy playing football, going snowboarding and also the occasional bit of fishing.’

 

Profile photo of James Barber

020 7614 1026

Contact James

Helm Godfrey
Marlow House
Lloyds Avenue
London
EC3N 3AA

View on Google Maps