James Studley Dipfa Cemap
Certified Financial Planner @Brooke Financial
Signup · Get unlimited contacts
WORK HISTORY
Certified Financial Planner @Brooke Financial
Leeds, GB
Certified Financial Adviser and member of the London Institute of Banking and Finance.I advise clients in regards to lifetime financial planning needs, with particular focus on retirement planning, cash-flow modelling and property investment, whether this be development, bridging or via SIPP / SSAS financing. I\'m experienced in portfolio analysis, design and risk analysis with the use of market leading tools including FE Analytics and Voyant cash-flow modelling.My work involves helping clients invest tax efficiently, maximising annual tax allowances and avoiding / minimising liabilities to capital gains and income taxes.With respect of residential and buy to let investment brokering, i specialise in helping Ltd company portfolio landlords re-finance and expand their portfolio\'s and fixed term daily rate paid contractors maximise their borrowing options.I assist clients with adverse credit including previous bankruptcy and county court judgments obtain a mortgage via our network of specialist lender\'s and first time buyer\'s with little to *zero deposit obtain a mortgage via family support / guarantor options /*unsecured borrowing.*100% funding available for purchases via a mortgage and an unsecured loan for the deposit. Responsible lending rules / affordability criteria apply.
ABOUT JAMES STUDLEY DIPFA CEMAP
Advising clients in forming and managing their financial life plan and to guiding them through life\'s financial hurdles. This may start from the perspective of saving and purchasing a first home, investing for child education, ensuring a comfortable retirement and passing on a legacy. As an established business successfully trading for over 25 years, we pride ourselves on giving financial advice that is clear and ethical to ensure you, your family or business are clear with what you wish to achieve and how best to achieve it. Brooke Financial is a trading name of Ideal Money Solutions Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGEApproved by the Openwork Partnership on xx/xx/xx
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.