James Baird
Regional Director @Perspective Financial Group Ltd
Birmingham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2026 — Present
Regional Director @Perspective Financial Group Ltd
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Birmingham, GB
EDUCATION
1997 — 2000
Cardiff University / Prifysgol Caerdydd
2:1, Bsc (econ) Economics and Management
N/A
Chartered Insurance Institute
Advanced Diploma in Financial Planning
2004 — 2004
Institute of Financial Services
Certificate in Mortgage Advice and Practice (CeMAP)
2011 — 2011
The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice & Management
N/A
Chartered Insurance Institute
Diploma in Financial Planning
2001 — 2003
The Chartered Insurance Institute
Financial Planning Certificate
SKILLS
Wealth ManagementHigh Net Worth IndividualsWealth Management ServicesFinancial AdvisoryInvestmentsFinancial ServicesFinancePensionsFinancial PlanningMortgage LendingClient-FocusedIncome ProtectionRetirement PlanningPrivate BankingStrategic Financial PlanningInheritance Tax PlanningWealthPortfolio Management
ABOUT JAMES BAIRD
A Chartered Financial Planner and Fellow of the PFS with over 25 years industry experience across a wide variety of roles within insurance, banking, and financial advice.
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