James Cridland

Associate Partner Practice of St James\'s Place Wealth Management @St. James's Place

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Associate Partner Practice of St James\'s Place Wealth Management @St. James's Place

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St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management

EDUCATION

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The London Institute of Banking & Finance

Certificate in Long Term Care and Later Life Planning

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The London Institute of Banking & Finance

Certificate in Mortgage Advice and Practice

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The London Institute of Banking & Finance

Advanced Diploma in Financial Advice

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The London Institute of Banking & Finance

Level 6 Pension Transfers (PETR)

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The London Institute of Banking & Finance

Chartered ALIBF

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The London Institute of Banking & Finance

Diploma in Financial Advice

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University of Lincoln

Bachelor of Arts - BA

SKILLS

Retirement PlanningFinancial PlanningManagementLeadershipStrategyWealth ManagementPensions

ABOUT JAMES CRIDLAND

You don’t need a suit and a stuffy meeting room to make plans to fund your future. Nor do…

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James Cridland — Associate Partner Practice of St James\'s Place Wealth Management at St. James's Place in Bristol, GB | Unifers